If you're an established Financial Advisor with a book of business and you're considering making a change, we offer what we believe is a unique opportunity for you to 'give back' as part of your move to a new firm. Specifically, we will write a check for 10% of the fee we receive for your placement directly to a charity of your choice. And, what's more, our Managing Director will fly out to personally deliver it.
Why are we doing this? Simple...
We represent the best, most recognizable names in the industry including Morgan Stanley, Citi Smith Barney, UBS, Merrill Lynch, and Sanford Bernstein. So, naturally, we realize that with your proven experience, you can contact any of the top firms and quickly set up a meeting with the hiring manager. And we also know that you can reach out to any executive recruiter to make the introduction for you, too.
Because of that, we wanted to give you even more reason to use us while also accomplishing something worthwhile at the same time.
We already bring to you many years of financial services recruiting experience along with many established relationships with the top firms' hiring managers. That experience and those relationships only serve to benefit you when it comes time to negotiate the kind of "deal" you need to make a move.
Now, with the addition of this program, we believe we are the ONLY firm in our industry to offer you a "reward" for allowing us to place you into these companies.
The benefits for your chosen donation recipient are significant. Based on the average fees we generally receive for a placement, we'd expect to write them a check for at least $5,000 and perhaps much more. And all of this comes at no cost to you.
As an established advisor, you are certainly well aware of the myriad giving opportunities this donation provides you. Your church, your children's sports teams to pay for uniforms or tournament fees, your children's school, your alma mater's alumni association, and so on - you can use the funds for any legitimate nonprofit organization that you select.
We believe this is a unique approach, but, then again, we are a unique company. Please give us the chance to prove that to you.
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