Experienced Recruiters & Advocates
for Financial Advisors
Experienced Recruiters & Advocates
for Financial Advisors
Why Successful OnBoarding?
It's All About You!
Your business and success means everything to you. We have the experience to help you find the right firm, through unbiased advice and practical assistance. We guide you through the journey, and help you make the most informed decisions. Our goal is for you to receive everything you want and need from this important change moment.
What We Do
We specialize in recruiting, coaching, branch growth, mergers & acquisitions, and transition guidance...at no cost to you. Sharing our knowledge, process, and passion will help you discover the path to a better BD, RIA, or Branch partnership.
Our Expertise
We've placed 1,100+ advisors, $30B+ in AUM, and $300M+ GDC. We translate our industry knowledge and professional experience to benefit you. Our firm contracts directly with multiple BDs, RIAs, and Branches throughout the industry. With a proven track record of results, we ensure you will receive expert guidance, clear communication, and effective collaboration.
Our Approach
Successful OnBoarding utilizes a comprehensive approach to help you balance the art and science of choosing the best solutions and firm options. Our side-by-side proforma illustrates which firms align with your goals by removing any guess work and emotion from your decision. Your new firm is waiting for you!
Our Services
Practice Diagnostic
Price & Deal Structure
Practice Diagnostic
Starting with a detailed fact-finding session, let's identify your practice today and determine you're path for the future.
- What are your 3 to 5 must haves?
Firm Due Diligence
Price & Deal Structure
Practice Diagnostic
Once the future track is identified, we will walk you through the best firms and affiliation options.
- Independence, Supported, Turnkey or RIA?
Price & Deal Structure
Price & Deal Structure
Price & Deal Structure
With your path in focus, you need to evaluate the economics. Your next partner should meet these vitally important needs.
- Payout, Pricing, Deal Structure & More.
Firm Placement
Transition Guidance
Price & Deal Structure
After thorough due diligence and deal analysis, we guide you through final comparisons, find the cultural fit, and conduct key negotiations to ensure you confidently choose the right firm.
-The critical point where clarity meets commitment.
M&A and Succession
Transition Guidance
Transition Guidance
The mass transfer of assets is here to stay, with over $100 trillion changing hands in the next 10 years. We will partner you with the right firms and position you to take advantage of this monumental opportunity.
- Are you a prepared buyer or seller?
Transition Guidance
Transition Guidance
Transition Guidance
You found your new firm! It's time to build a plan. Let us guide you through the key steps of leveraging your new partner and create an effective transition plan.
- A solid plan, the right attitude, and precise execution is the secret!
Samuel M. Briganti
Samuel M. Briganti
Samuel M. Briganti
☎️ (402) 880-0920
📩 sam@successful-onboarding.com
Sam has almost 30 years of financial services experience and held various roles, including VP of Recruiting for Securities America, Carson Group, and Atria Wealth Solutions. Conducting a new firm search is a huge undertaking, while also running your practice. Sam is ready to represent your best interests and use his experience, connections, and insight to guide you to the right firm, the right deal, and the highest possible M&A valuation.
Scott M. Briganti
Samuel M. Briganti
Samuel M. Briganti
☎️ (402) 216-4758
📩 scott@successful-onboarding.com
Scott specializes in recruiting and growth for nearly 30 years in the financial services industry. He was VP of Recruiting for Securities America, Carson Group, and Atria Wealth Solutions. Scott is ready to guide you to the right firm partner, negotiate a top-tier deal structure, and help you achieve the highest possible M&A sales price at the right time. Leverage his knowledge, industry contacts, and experience to unlock your next phase of growth and monetization.