You should not need more than 30 minutes to go through the registration process and profile questionnaire. If there are any issues, feel free to reach out to us.
No. Advisers remain anonymous during all their communication through our site with frims. Once you feel the time is right to share your profile, the process is initiated via an invite.
We utilize a psychologist developed compatibilty algorithm that matches profiles between financial professionals and financial firms.
Since we maintain 100% confidentiality, we do not sell or permit outside access to any profiles.
Yes. We review content to assure there is no inappropriate content or language on our site.
We update you on the number of visits to your profile page.
In accordance with our policies, we are obligated not to release the names of the individuals who have reviewed your firms profile.
Zero. We only utilize a subscription model. This allows financial firms the ability to provide greater transition support and offset fixed expenses for transitioning businesses. It also levels the playing field for all firms.
Plain and simple, finders' fees are stupid and outdated. Since we took a fiduciary approach to our business model, we created full transparency and removed all conflicts of interest.
Yes. Please visit the White Label/Principal-Agent tab for more services.,
Discounts are available to firms with annual subscriptions when combined with work under the Additional Services tab. We also provide substantial discounts for all individual practices aligned with firms that are annual subscribers.
Sure, we would love to chat if you have questions, suggestions or would like a demo of the site. We would be happy to schedule a time that is convenient to your schedule. Just drop us a line.