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WEALTHWISE ADVISOR CONSULTING
Transitioning Made Easy
Welcome to Wealthwise Advisor Consulting, a Financial Advisor Consulting Firm that helps Advisors like you achieve your goals. Our team of expert professionals will partner with you and your team to deliver practical and honest advice to allow you to make the best decision for you and your clients. We partner with over 20 of the largest financial firms and have established relationships with many more. At Wealthwise Advisor Consulting, our main objective is to support you in making informed decisions as you navigate the intricate journey of transitioning your practice from your current firm to your new destination. We are here to provide guidance throughout this complex process. With a wealth of industry expertise spanning over two decades and an extensive network of industry connections, we offer an unparalleled array of top-tier opportunities within the Financial Services Industry. Since 2008, we’ve supported numerous Advisors - and we’re confident we’re the right Advisor Consulting Firm for you. Contact us to learn more.
OUR AGENCY
Consulting for a Connected World
Consulting for a Connected World
With our help, your business can do more. We're Wealthwise Advisor Consulting, an Arizona-based Financial Consulting Firm with a proven track record of supporting financial advisors through results-driven consulting. We'll give your company the attention it deserves, offering personalized options and guidance to help you meet and surpass your goals.
SERVICES
Exceeding Your Expectations
Wealthwise exists to help Financial Advisors find and connect with the right firm for them and their clients. Our unique approach is not only what differentiates us, but also what makes us successful. We don‘t compete with other recruiting firms, we partner with them to help you find the right fit. We guarantee we can find your next home but If for whatever reason we’re not the best fit for you, your team, and your clients, we’ll personally refer you to another firm and ensure a seamless and frustration-free experience.
INTRODUCTORY CONSULTATION
Grow Your Business
Experience Results
At Wealthwise Advisor Consulting, we provide services to a wide range of clients throughout the United States, including:
National wirehouse brokerage firms
Regional brokerage firms
Independent broker dealers
Bank brokerage Channels
High-net-worth (HNW) and ultra-high-net-worth (UHNW) investment boutiques
Corporate RIAs
Bespoke RIAs
All major custodians
Insurance Broker Dealers
Going independent?
We provide guidance to navigate the intricate process of selecting the ideal independent broker dealer (IBD), hybrid model, or registered investment advisor (RIA) that aligns seamlessly with your needs and aspirations. Through our diligent research, we gain competitive insights and a profound understanding of the distinctions in cultures, product offerings, technology, services, back office support, clearing platforms, compensation structures, compliance environments, and more within the independent space.
Transition Deals!
Transition Assistance or “The Deals” are at an all-time high. Enhance Your Negotiating Power! Collaborating with Elite Advisor Recruiting as your Financial Advisor Recruitment Firm grants you significant leverage in negotiations. Our recruiters possess an extensive presence within the Financial Services Industry, providing us with invaluable knowledge to adeptly navigate negotiation terms on behalf of experienced Financial Advisors.
HELP CENTER
Here to Help
Although our services are generally tailored to each advisors business needs, there are some questions that come up consistently. Read on to find out if we’ve already answered your questions. If you still have an inquiry, please don’t hesitate to call or send us a message - a member of our team will get back to you shortly.
WHAT SHOULD I BE THINKING ABOUT AS I CONSIDER CHANGING FIRMS?
For financial advisors considering changing firms or going independent, there’s a lot to consider. Whether you’re pursuing a fee-only RIA hybrid model, an independent broker dealer model, or something else, there are more options available now than ever.
Knowing what options are available to you is a key part of making the right choice. Making a change can seem intimidating if you don’t understand the support and transition services available to you. Consulting with an experienced recruiter can help! For two decades, Wealthwise Advisor Consulting has helped over 1000 financial advisors find the right fit for them and their clients. If you’re thinking about a move, give us a call to better understand your options and to have an experienced transition consultant guide you through the process every step of the way.
WILL SOMEONE BE THERE TO HELP ME MANAGE THE DETAILS OF TRANSITION?
Often times we speak to advisors who feel ready to make a change, but the thought of transitioning can be intimidating. Sure, Advisors are comfortable contacting their clients, but many advisors do not feel prepared to take on the details of transitioning their business to a new firm. That’s where Wealthwise Advisor Consulting comes in. We’re here to walk you through your options, and ensure you avoid any potential missteps while transitioning your business to a new firm. In addition, many regional and independent firms have teams of transition specialists which offer support, so that the process is simple and stress-free from the advisor’s perspective, leaving the advisor free to do what they do best — take care of their clients.
HOW CAN WEALTHWISE ADVISOR CONSULTING HELP ME?
When deciding which recruiting firm to work with, you want know that your best interest always comes first. At Wealthwise Advisor Consulting, our advisors are our most important asset and we do everything we can to help them make the right choice for their business and their clients. Our goal is to put you in a position to where you can thrive and exceed your own goals.
Our goal is to help you find the perfect firm for you and your clients and to make the process simple and stress-free. Give us a try and if you’re not completely satisfied for any reason, we’ll personally refer you to another recruiting firm who may be a better fit.
WHY SHOULD I CONSIDER CHANGING FIRMS?
I had several meetings recently with Financial Advisors who are considering making a change and 4 conversations stood out to me:
1) An advisors firm who pushed whole life insurance that the advisor felt wasn’t in the best interest of their clients. They are frustrated and want to run their practice their way, doing what’s best for their clients.
2) A bank advisor who is frustrated by the lack of product availability, advanced sales knowledge, and admin support. They need support to take their business to the next level.
3) An advisor who had the realization that their firm was taking over half of their compensation and that they could spend more time doing the things that are important to them, investing in the clients and spending time with family, while keeping more of what they earned.
4) An advisor who won a $20M pension plan, but was forced to give it to a competing advisor group because his current firms processes were not cable of servicing the clients and the plan the way it was intended.
If any of these situations resonate with you, please reach out! We’re here to serve you just as you serve your clients.
Still have questions? Reach out and a member of our team will get back to you ASAP.