Experienced Recruiters & Coaches for Financial Advisors
Experienced Recruiters & Coaches for Financial Advisors
Samuel M. Briganti
Samuel M. Briganti
Samuel M. Briganti
☎️ (402) 880-0920
📩 sam@successful-onboarding.com
Sam has over 25 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 wants you to leverage his industry knowledge, contacts, and experience to help you find your next firm.
Scott M. Briganti
Samuel M. Briganti
Samuel M. Briganti
☎️ (402) 216-4758
📩 scott@successful-onboarding.com
Scott specializes in recruiting and growth for over 25 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 your new firm, the outcome you desire, and secure you a competitive deal structure. Leverage his knowledge, industry contacts, and experience to unlock your next phase of growth.
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
Having placed 1,000s of advisors and over $22 billion in total assets, we translate our industry knowledge and professional experience to benefit you. Our firm contracts direct 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
Business Evaluation
Business Evaluation
Business Evaluation
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 Evaluation
Business Evaluation
Business Evaluation
Once the future track is identified, we will walk you through the best firms and affiliation options.
- Independence, Supported, Turnkey or RIA?
Negotiation
Business Evaluation
Practice Growth
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.
Practice Growth
Acquisition & Succession
Practice Growth
Growth is paramount in your business and comes from many avenues. We want to ensure how you desire to grow will align with your future firm. - How do you want to grow? Recruiting? Acquisitions? Asset Growth?
Acquisition & Succession
Acquisition & Succession
Acquisition & Succession
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
Acquisition & Succession
Acquisition & Succession
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!