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Our Acquisition Intent Engine finds the independent RIAs seeking team your size right now. You keep your clients. The transition capital replaces the deferred comp you walk away from.

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3 steps to independence without building from scratch

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STEP 1

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Share your goals and get matched

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We surface the 3 to 5 RIAs that fit your book and payout needs. Your identity stays confidential until you choose to meet.

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STEP 2

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We negotiate the transition

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We sit on your side and structure the full deal: payout, transition capital, and terms. Every firm pays us the same.

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STEP 3

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Get transition-experienced legal guidance

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We connect you with attorneys who know the Broker Protocol. Your clients move safely, and you plug into infrastructure that already exists.

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Let's get started →

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You're a senior advisor or team managing $250M+ in AUM.

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You're weighing a move because of a comp change, a PE acquisition, or how your firm treats your book.

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You want someone on your side of the table, not the receiving firm's.

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Not for:

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You're managing under $250M in AUM.

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You're happy with your current payout and have no interest in moving.

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You want to build your own RIA from the ground up and run compliance yourself.

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You want a recruiter who places you wherever their referral fee is highest.

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What you get with the Acquisition Intent Engine

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We work for you, not the firm hiring you: Traditional recruiters get paid by the receiving firm and steer you toward the highest referral fee. We represent you, and every firm pays us the same. We also get paid by the receiving firm, but by having the same fee for all, we align incentives.

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Our data finds buyers actively seeking advisors with your background: We don't blast your name to stale contacts. The Acquisition Intent Engine identifies which RIAs are funding transitions for teams your size today.

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You move at zero cost to you: The receiving firm pays our fee. You keep your book, your clients, and the higher payout you negotiate.

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See your real payout →

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FREQUENTLY ASKED QUESTIONS

"},"parentId":"6a3a4893c7f809e99227f9c9","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b163f0184c1c0536c1c4","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[],"allowedChildSections":[],"pageId":"6a3a4892c7f809e99227f668","companyId":"686fdee51c28ab003be5e43b","componentType":"text","createdAt":"2026-06-23T08:49:23.869Z","updatedAt":"2026-06-23T08:49:23.869Z","__v":0}],"allowedChildSections":[],"pageId":"6a3a4892c7f809e99227f668","companyId":"686fdee51c28ab003be5e43b","componentType":"gridColumn","createdAt":"2026-06-23T08:49:23.853Z","updatedAt":"2026-06-23T08:49:23.869Z","__v":0}],"allowedChildSections":[],"pageId":"6a3a4892c7f809e99227f668","companyId":"686fdee51c28ab003be5e43b","componentType":"gridRow","createdAt":"2026-06-23T08:49:23.838Z","updatedAt":"2026-06-23T11:45:33.515Z","__v":0},{"_id":"6a3a4893c7f809e99227f9de","type":"component","isTemplate":false,"name":"gridRow","content":{"box":{"left":"none","right":"none","top":"none","bottom":"small","backgroundColor":"linear-gradient(90deg,rgba(255,255,255,1)0%,rgba(195,201,255,1)100%)"},"verticalAlign":"center","framed":true},"campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[{"_id":"6a3a4893c7f809e99227f9e2","type":"component","isTemplate":false,"name":"gridColumn","content":{"box":{"left":"none","right":"none","top":"small","bottom":"small","backgroundColor":"linear-gradient(90deg,rgba(1,21,42,1)0%,rgb(2,37,73)100%)"},"verticalAlign":"center","framed":false},"parentId":"6a3a4893c7f809e99227f9de","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[{"_id":"6a3a4893c7f809e99227f9e6","type":"component","isTemplate":false,"name":"accordion","content":{"align":"left","box":{"left":"medium","right":"medium","top":"none","bottom":"xLarge","backgroundColor":"linear-gradient(90deg, rgba(0,18,35,1) 0%, RGB(63,95,131) 100%)"},"borderRadius":"minor"},"parentId":"6a3a4893c7f809e99227f9e2","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[{"_id":"6a3a4893c7f809e99227f9f0","type":"component","isTemplate":false,"name":"accordionItem","content":{"box":{"left":"medium","right":"medium","top":"medium","bottom":"medium","backgroundColor":"#01152A"}},"parentId":"6a3a4893c7f809e99227f9e6","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[{"_id":"6a3a4894c7f809e99227fa0b","type":"component","isTemplate":false,"name":"text","content":{"text":"Muss ich für Updates bezahlen?","size":"large","align":"left","color":"transparent","responsive":{"mapping":[],"options":{"offset":[],"size":[]},"hasContainer":true,"active":false},"box":{"top":"none","bottom":"none","left":"none","right":"none","backgroundColor":"transparent"},"kind":[],"plainText":"What does the guarantee actually mean?","wysiwygHtml":"

What does the guarantee actually mean?

"},"parentId":"6a3a4893c7f809e99227f9f0","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[],"allowedChildSections":[],"pageId":"6a3a4892c7f809e99227f668","companyId":"686fdee51c28ab003be5e43b","componentType":"text","createdAt":"2026-06-23T08:49:24.018Z","updatedAt":"2026-06-23T08:49:24.018Z","__v":0},{"_id":"6a3a4894c7f809e99227fa0c","type":"component","isTemplate":false,"name":"text","content":{"text":"Nein! Wir entwickeln regelmäßig neue Funktionen, Funnel-Vorlagen und vieles mehr, alles komplett kostenlos. Wenn wir ein Update veröffentlichen, erscheint dieses automatisch in Deinem Account.","size":"small","align":"left","color":"transparent","responsive":{"mapping":[],"options":{"offset":[],"size":[]},"hasContainer":true,"active":false},"box":{"top":"none","bottom":"none","left":"none","right":"none","backgroundColor":"transparent"},"kind":[],"plainText":"We guarantee at least 3 confidential introductions to vetted, capital-ready RIAs within 30 days. A match only counts when the firm meets your requirements for payout, culture, and transition capital.","wysiwygHtml":"

We guarantee at least 3 confidential introductions to vetted, capital-ready RIAs within 30 days. A match only counts when the firm meets your requirements for payout, culture, and transition capital.

"},"parentId":"6a3a4893c7f809e99227f9f0","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[],"allowedChildSections":[],"pageId":"6a3a4892c7f809e99227f668","companyId":"686fdee51c28ab003be5e43b","componentType":"text","createdAt":"2026-06-23T08:49:24.018Z","updatedAt":"2026-06-23T08:49:24.018Z","__v":0}],"allowedChildSections":[],"pageId":"6a3a4892c7f809e99227f668","companyId":"686fdee51c28ab003be5e43b","componentType":"accordionItem","createdAt":"2026-06-23T08:49:23.982Z","updatedAt":"2026-06-23T08:49:24.019Z","__v":0},{"_id":"6a3a4893c7f809e99227f9f2","type":"component","isTemplate":false,"name":"accordionItem","content":{"box":{"left":"medium","right":"medium","top":"medium","bottom":"medium","backgroundColor":"#01152A"}},"parentId":"6a3a4893c7f809e99227f9e6","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[{"_id":"6a3a4894c7f809e99227fa1e","type":"component","isTemplate":false,"name":"text","content":{"text":"Kann ich monatlich kündigen?","size":"large","align":"left","color":"transparent","responsive":{"mapping":[],"options":{"offset":[],"size":[]},"hasContainer":true,"active":false},"box":{"top":"none","bottom":"none","left":"none","right":"none","backgroundColor":"transparent"},"kind":[],"plainText":"Does this really cost me nothing?","wysiwygHtml":"

Does this really cost me nothing?

"},"parentId":"6a3a4893c7f809e99227f9f2","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[],"allowedChildSections":[],"pageId":"6a3a4892c7f809e99227f668","companyId":"686fdee51c28ab003be5e43b","componentType":"text","createdAt":"2026-06-23T08:49:24.031Z","updatedAt":"2026-06-23T08:49:24.031Z","__v":0},{"_id":"6a3a4894c7f809e99227fa1d","type":"component","isTemplate":false,"name":"text","content":{"text":"Ja, auf jeden Fall. Du kannst jederzeit mit einem Klick innerhalb der Software kündigen.","size":"small","align":"left","color":"transparent","responsive":{"mapping":[],"options":{"offset":[],"size":[]},"hasContainer":true,"active":false},"box":{"top":"none","bottom":"none","left":"none","right":"none","backgroundColor":"transparent"},"kind":[],"plainText":"Correct. We are buyer-funded, so the receiving firm pays our fee. Because every firm pays us the same rate, we have no incentive to favor one over another.","wysiwygHtml":"

Correct. We are buyer-funded, so the receiving firm pays our fee. Because every firm pays us the same rate, we have no incentive to favor one over another.

"},"parentId":"6a3a4893c7f809e99227f9f2","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[],"allowedChildSections":[],"pageId":"6a3a4892c7f809e99227f668","companyId":"686fdee51c28ab003be5e43b","componentType":"text","createdAt":"2026-06-23T08:49:24.031Z","updatedAt":"2026-06-23T08:49:24.031Z","__v":0}],"allowedChildSections":[],"pageId":"6a3a4892c7f809e99227f668","companyId":"686fdee51c28ab003be5e43b","componentType":"accordionItem","createdAt":"2026-06-23T08:49:23.988Z","updatedAt":"2026-06-23T08:49:24.182Z","__v":1},{"_id":"6a3a4893c7f809e99227f9f3","type":"component","isTemplate":false,"name":"accordionItem","content":{"box":{"left":"medium","right":"medium","top":"medium","bottom":"medium","backgroundColor":"#01152A"}},"parentId":"6a3a4893c7f809e99227f9e6","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[{"_id":"6a3a4894c7f809e99227fa1a","type":"component","isTemplate":false,"name":"text","content":{"text":"Kann ich monatlich kündigen?","size":"large","align":"left","color":"transparent","responsive":{"mapping":[],"options":{"offset":[],"size":[]},"hasContainer":true,"active":false},"box":{"top":"none","bottom":"none","left":"none","right":"none","backgroundColor":"transparent"},"kind":[],"plainText":"Will my firm find out I'm exploring this?","wysiwygHtml":"

Will my firm find out I'm exploring this?

"},"parentId":"6a3a4893c7f809e99227f9f3","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[],"allowedChildSections":[],"pageId":"6a3a4892c7f809e99227f668","companyId":"686fdee51c28ab003be5e43b","componentType":"text","createdAt":"2026-06-23T08:49:24.030Z","updatedAt":"2026-06-23T08:49:24.030Z","__v":0},{"_id":"6a3a4894c7f809e99227fa19","type":"component","isTemplate":false,"name":"text","content":{"text":"Ja, auf jeden Fall. Du kannst jederzeit mit einem Klick innerhalb der Software kündigen.","size":"small","align":"left","color":"transparent","responsive":{"mapping":[],"options":{"offset":[],"size":[]},"hasContainer":true,"active":false},"box":{"top":"none","bottom":"none","left":"none","right":"none","backgroundColor":"transparent"},"kind":[],"plainText":"No. Your identity stays confidential and is never exposed to a firm. The firms that take the meeting are under a contractually defendable NDA. There are no public job listings that tip off your manager.","wysiwygHtml":"

No. Your identity stays confidential and is never exposed to a firm. The firms that take the meeting are under a contractually defendable NDA. There are no public job listings that tip off your manager.

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What about the legal risk and a possible TRO?

"},"parentId":"6a3a4893c7f809e99227f9f4","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[],"allowedChildSections":[],"pageId":"6a3a4892c7f809e99227f668","companyId":"686fdee51c28ab003be5e43b","componentType":"text","createdAt":"2026-06-23T08:49:24.049Z","updatedAt":"2026-06-23T08:49:24.049Z","__v":0},{"_id":"6a3a4894c7f809e99227fa2b","type":"component","isTemplate":false,"name":"text","content":{"text":"Ja, auf jeden Fall. Du kannst jederzeit mit einem Klick innerhalb der Software kündigen.","size":"small","align":"left","color":"transparent","responsive":{"mapping":[],"options":{"offset":[],"size":[]},"hasContainer":true,"active":false},"box":{"top":"none","bottom":"none","left":"none","right":"none","backgroundColor":"transparent"},"kind":[],"plainText":"We connect you with transition attorneys who specialize in advisor moves and know which firms are in the Broker Protocol. The goal is to move your clients safely without triggering a restraining order.","wysiwygHtml":"

We connect you with transition attorneys who specialize in advisor moves and know which firms are in the Broker Protocol. The goal is to move your clients safely without triggering a restraining order.

"},"parentId":"6a3a4893c7f809e99227f9f4","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[],"allowedChildSections":[],"pageId":"6a3a4892c7f809e99227f668","companyId":"686fdee51c28ab003be5e43b","componentType":"text","createdAt":"2026-06-23T08:49:24.049Z","updatedAt":"2026-06-23T08:49:24.049Z","__v":0}],"allowedChildSections":[],"pageId":"6a3a4892c7f809e99227f668","companyId":"686fdee51c28ab003be5e43b","componentType":"accordionItem","createdAt":"2026-06-23T08:49:23.988Z","updatedAt":"2026-06-23T08:49:24.182Z","__v":1},{"_id":"6a3a4893c7f809e99227f9f7","type":"component","isTemplate":false,"name":"accordionItem","content":{"box":{"left":"medium","right":"medium","top":"medium","bottom":"medium","backgroundColor":"#01152A"}},"parentId":"6a3a4893c7f809e99227f9e6","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[{"_id":"6a3a4894c7f809e99227fa29","type":"component","isTemplate":false,"name":"text","content":{"text":"Kann ich monatlich kündigen?","size":"large","align":"left","color":"transparent","responsive":{"mapping":[],"options":{"offset":[],"size":[]},"hasContainer":true,"active":false},"box":{"top":"none","bottom":"none","left":"none","right":"none","backgroundColor":"transparent"},"kind":[],"plainText":"What happens to my deferred comp?","wysiwygHtml":"

What happens to my deferred comp?

"},"parentId":"6a3a4893c7f809e99227f9f7","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[],"allowedChildSections":[],"pageId":"6a3a4892c7f809e99227f668","companyId":"686fdee51c28ab003be5e43b","componentType":"text","createdAt":"2026-06-23T08:49:24.049Z","updatedAt":"2026-06-23T08:49:24.049Z","__v":0},{"_id":"6a3a4894c7f809e99227fa2a","type":"component","isTemplate":false,"name":"text","content":{"text":"Ja, auf jeden Fall. Du kannst jederzeit mit einem Klick innerhalb der Software kündigen.","size":"small","align":"left","color":"transparent","responsive":{"mapping":[],"options":{"offset":[],"size":[]},"hasContainer":true,"active":false},"box":{"top":"none","bottom":"none","left":"none","right":"none","backgroundColor":"transparent"},"kind":[],"plainText":"The transition capital from the receiving firm is designed to offset the deferred compensation you forfeit. In many cases the upfront payout more than replaces it.","wysiwygHtml":"

The transition capital from the receiving firm is designed to offset the deferred compensation you forfeit. In many cases the upfront payout more than replaces it.

"},"parentId":"6a3a4893c7f809e99227f9f7","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[],"allowedChildSections":[],"pageId":"6a3a4892c7f809e99227f668","companyId":"686fdee51c28ab003be5e43b","componentType":"text","createdAt":"2026-06-23T08:49:24.049Z","updatedAt":"2026-06-23T08:49:24.049Z","__v":0}],"allowedChildSections":[],"pageId":"6a3a4892c7f809e99227f668","companyId":"686fdee51c28ab003be5e43b","componentType":"accordionItem","createdAt":"2026-06-23T08:49:23.988Z","updatedAt":"2026-06-23T08:49:24.050Z","__v":0},{"_id":"6a3a4893c7f809e99227f9f6","type":"component","isTemplate":false,"name":"accordionItem","content":{"box":{"left":"medium","right":"medium","top":"medium","bottom":"medium","backgroundColor":"#01152A"}},"parentId":"6a3a4893c7f809e99227f9e6","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[{"_id":"6a3a4894c7f809e99227fa18","type":"component","isTemplate":false,"name":"text","content":{"text":"Kann ich monatlich kündigen?","size":"large","align":"left","color":"transparent","responsive":{"mapping":[],"options":{"offset":[],"size":[]},"hasContainer":true,"active":false},"box":{"top":"none","bottom":"none","left":"none","right":"none","backgroundColor":"transparent"},"kind":[],"plainText":"Do I have to build my own RIA?","wysiwygHtml":"

Do I have to build my own RIA?

"},"parentId":"6a3a4893c7f809e99227f9f6","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[],"allowedChildSections":[],"pageId":"6a3a4892c7f809e99227f668","companyId":"686fdee51c28ab003be5e43b","componentType":"text","createdAt":"2026-06-23T08:49:24.030Z","updatedAt":"2026-06-23T08:49:24.030Z","__v":0},{"_id":"6a3a4894c7f809e99227fa17","type":"component","isTemplate":false,"name":"text","content":{"text":"Ja, auf jeden Fall. Du kannst jederzeit mit einem Klick innerhalb der Software kündigen.","size":"small","align":"left","color":"transparent","responsive":{"mapping":[],"options":{"offset":[],"size":[]},"hasContainer":true,"active":false},"box":{"top":"none","bottom":"none","left":"none","right":"none","backgroundColor":"transparent"},"kind":[],"plainText":"No. You join a firm that already has the compliance team, tech stack, and billing infrastructure in place, plus many other resources for advisors to operate their business. You keep your client relationships and plug into what exists.","wysiwygHtml":"

No. You join a firm that already has the compliance team, tech stack, and billing infrastructure in place, plus many other resources for advisors to operate their business. You keep your client relationships and plug into what exists.

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How long does the process take?

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The first confidential conversation takes about 30 minutes. From there, matching and negotiation run on a defined timeline we set with you upfront.

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See what your book is worth in the independent market.

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One confidential conversation. We run your profile through the Acquisition Intent Engine and show you the real transition payout available for a team like yours.

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Start your confidential briefing →

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You do the work. The house keeps the money.

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Our Acquisition Intent Engine finds the independent RIAs seeking team your size right now. You keep your clients. The transition capital replaces the deferred comp you walk away from.

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3 steps to independence without building from scratch

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STEP 1

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Share your goals and get matched

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We surface the 3 to 5 RIAs that fit your book and payout needs. Your identity stays confidential until you choose to meet.

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STEP 2

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We negotiate the transition

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We sit on your side and structure the full deal: payout, transition capital, and terms. Every firm pays us the same.

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STEP 3

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Get transition-experienced legal guidance

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We connect you with attorneys who know the Broker Protocol. Your clients move safely, and you plug into infrastructure that already exists.

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Let's get started →

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Built for:

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You want independence and a higher payout without building an RIA from scratch.

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You're weighing a move because of a comp change, a PE acquisition, or how your firm treats your book.

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You want someone on your side of the table, not the receiving firm's.

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Not for:

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You're managing under $250M in AUM.

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You're happy with your current payout and have no interest in moving.

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You want to build your own RIA from the ground up and run compliance yourself.

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You want a recruiter who places you wherever their referral fee is highest.

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What you get with the Acquisition Intent Engine

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We work for you, not the firm hiring you: Traditional recruiters get paid by the receiving firm and steer you toward the highest referral fee. We represent you, and every firm pays us the same. We also get paid by the receiving firm, but by having the same fee for all, we align incentives.

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You move at zero cost to you: The receiving firm pays our fee. You keep your book, your clients, and the higher payout you negotiate.

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See your real payout →

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FREQUENTLY ASKED QUESTIONS

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What does the guarantee actually mean?

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We guarantee at least 3 confidential introductions to vetted, capital-ready RIAs within 30 days. A match only counts when the firm meets your requirements for payout, culture, and transition capital.

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Does this really cost me nothing?

"},"parentId":"6a3a2bc3bc18cbd1bb28ba02","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[],"allowedChildSections":[],"pageId":"6a3a2bc3bc18cbd1bb28b8e9","companyId":"686fdee51c28ab003be5e43b","componentType":"text","__v":0,"createdAt":"2026-06-23T06:46:27.641Z","updatedAt":"2026-06-23T08:48:29.271Z"},{"_id":"6a3a2bc3bc18cbd1bb28b93a","type":"component","isTemplate":false,"name":"text","content":{"text":"Ja, auf jeden Fall. Du kannst jederzeit mit einem Klick innerhalb der Software kündigen.","size":"small","align":"left","color":"transparent","responsive":{"mapping":[],"options":{"offset":[],"size":[]},"hasContainer":true,"active":false},"box":{"top":"none","bottom":"none","left":"none","right":"none","backgroundColor":"transparent"},"kind":[],"plainText":"Correct. We are buyer-funded, so the receiving firm pays our fee. Because every firm pays us the same rate, we have no incentive to favor one over another.","wysiwygHtml":"

Correct. We are buyer-funded, so the receiving firm pays our fee. Because every firm pays us the same rate, we have no incentive to favor one over another.

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Will my firm find out I'm exploring this?

"},"parentId":"6a3a2bc3bc18cbd1bb28ba04","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[],"allowedChildSections":[],"pageId":"6a3a2bc3bc18cbd1bb28b8e9","companyId":"686fdee51c28ab003be5e43b","componentType":"text","__v":0,"createdAt":"2026-06-23T06:46:27.641Z","updatedAt":"2026-06-23T08:48:36.761Z"},{"_id":"6a3a2bc3bc18cbd1bb28b93c","type":"component","isTemplate":false,"name":"text","content":{"text":"Ja, auf jeden Fall. Du kannst jederzeit mit einem Klick innerhalb der Software kündigen.","size":"small","align":"left","color":"transparent","responsive":{"mapping":[],"options":{"offset":[],"size":[]},"hasContainer":true,"active":false},"box":{"top":"none","bottom":"none","left":"none","right":"none","backgroundColor":"transparent"},"kind":[],"plainText":"No. Your identity stays confidential and is never exposed to a firm. The firms that take the meeting are under a contractually defendable NDA. There are no public job listings that tip off your manager.","wysiwygHtml":"

No. Your identity stays confidential and is never exposed to a firm. The firms that take the meeting are under a contractually defendable NDA. There are no public job listings that tip off your manager.

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What about the legal risk and a possible TRO?

"},"parentId":"6a3a2bc3bc18cbd1bb28ba03","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[],"allowedChildSections":[],"pageId":"6a3a2bc3bc18cbd1bb28b8e9","companyId":"686fdee51c28ab003be5e43b","componentType":"text","__v":0,"createdAt":"2026-06-23T06:46:27.640Z","updatedAt":"2026-06-23T08:48:44.171Z"},{"_id":"6a3a2bc3bc18cbd1bb28b93b","type":"component","isTemplate":false,"name":"text","content":{"text":"Ja, auf jeden Fall. Du kannst jederzeit mit einem Klick innerhalb der Software kündigen.","size":"small","align":"left","color":"transparent","responsive":{"mapping":[],"options":{"offset":[],"size":[]},"hasContainer":true,"active":false},"box":{"top":"none","bottom":"none","left":"none","right":"none","backgroundColor":"transparent"},"kind":[],"plainText":"We connect you with transition attorneys who specialize in advisor moves and know which firms are in the Broker Protocol. The goal is to move your clients safely without triggering a restraining order.","wysiwygHtml":"

We connect you with transition attorneys who specialize in advisor moves and know which firms are in the Broker Protocol. The goal is to move your clients safely without triggering a restraining order.

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What happens to my deferred comp?

"},"parentId":"6a3a2bc3bc18cbd1bb28ba05","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[],"allowedChildSections":[],"pageId":"6a3a2bc3bc18cbd1bb28b8e9","companyId":"686fdee51c28ab003be5e43b","componentType":"text","__v":0,"createdAt":"2026-06-23T06:46:27.641Z","updatedAt":"2026-06-23T08:48:48.578Z"},{"_id":"6a3a2bc3bc18cbd1bb28b93f","type":"component","isTemplate":false,"name":"text","content":{"text":"Ja, auf jeden Fall. Du kannst jederzeit mit einem Klick innerhalb der Software kündigen.","size":"small","align":"left","color":"transparent","responsive":{"mapping":[],"options":{"offset":[],"size":[]},"hasContainer":true,"active":false},"box":{"top":"none","bottom":"none","left":"none","right":"none","backgroundColor":"transparent"},"kind":[],"plainText":"The transition capital from the receiving firm is designed to offset the deferred compensation you forfeit. In many cases the upfront payout more than replaces it.","wysiwygHtml":"

The transition capital from the receiving firm is designed to offset the deferred compensation you forfeit. In many cases the upfront payout more than replaces it.

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Do I have to build my own RIA?

"},"parentId":"6a3a2bc3bc18cbd1bb28ba06","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[],"allowedChildSections":[],"pageId":"6a3a2bc3bc18cbd1bb28b8e9","companyId":"686fdee51c28ab003be5e43b","componentType":"text","__v":0,"createdAt":"2026-06-23T06:46:27.640Z","updatedAt":"2026-06-23T08:48:58.197Z"},{"_id":"6a3a2bc3bc18cbd1bb28b937","type":"component","isTemplate":false,"name":"text","content":{"text":"Ja, auf jeden Fall. Du kannst jederzeit mit einem Klick innerhalb der Software kündigen.","size":"small","align":"left","color":"transparent","responsive":{"mapping":[],"options":{"offset":[],"size":[]},"hasContainer":true,"active":false},"box":{"top":"none","bottom":"none","left":"none","right":"none","backgroundColor":"transparent"},"kind":[],"plainText":"No. You join a firm that already has the compliance team, tech stack, and billing infrastructure in place, plus many other resources for advisors to operate their business. You keep your client relationships and plug into what exists.","wysiwygHtml":"

No. You join a firm that already has the compliance team, tech stack, and billing infrastructure in place, plus many other resources for advisors to operate their business. You keep your client relationships and plug into what exists.

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How long does the process take?

"},"parentId":"6a3a427b945c7f6f5259b205","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[],"allowedChildSections":[],"pageId":"6a3a2bc3bc18cbd1bb28b8e9","companyId":"686fdee51c28ab003be5e43b","componentType":"text","createdAt":"2026-06-23T08:23:23.428Z","updatedAt":"2026-06-23T08:49:02.380Z","__v":0},{"_id":"6a3a427b945c7f6f5259b20c","type":"component","isTemplate":false,"name":"text","content":{"text":"Ja, auf jeden Fall. Du kannst jederzeit mit einem Klick innerhalb der Software kündigen.","size":"small","align":"left","color":"transparent","responsive":{"mapping":[],"options":{"offset":[],"size":[]},"hasContainer":true,"active":false},"box":{"top":"none","bottom":"none","left":"none","right":"none","backgroundColor":"transparent"},"kind":[],"plainText":"The first confidential conversation takes about 30 minutes. From there, matching and negotiation run on a defined timeline we set with you upfront.","wysiwygHtml":"

The first confidential conversation takes about 30 minutes. From there, matching and negotiation run on a defined timeline we set with you upfront.

"},"parentId":"6a3a427b945c7f6f5259b205","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b16df0184c1c0536c314","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[],"allowedChildSections":[],"pageId":"6a3a2bc3bc18cbd1bb28b8e9","companyId":"686fdee51c28ab003be5e43b","componentType":"text","createdAt":"2026-06-23T08:23:23.430Z","updatedAt":"2026-06-23T08:49:04.601Z","__v":0}],"allowedChildSections":[],"pageId":"6a3a2bc3bc18cbd1bb28b8e9","companyId":"686fdee51c28ab003be5e43b","componentType":"accordionItem","createdAt":"2026-06-23T08:23:23.417Z","updatedAt":"2026-06-23T08:49:00.406Z","__v":0}],"allowedChildSections":[],"pageId":"6a3a2bc3bc18cbd1bb28b8e9","companyId":"686fdee51c28ab003be5e43b","componentType":"accordion","__v":1,"createdAt":"2026-06-23T06:46:27.893Z","updatedAt":"2026-06-23T08:23:23.464Z","parentId":"6a3a4158e2a450080dafa736"}],"allowedChildSections":[],"pageId":"6a3a2bc3bc18cbd1bb28b8e9","companyId":"686fdee51c28ab003be5e43b","componentType":"gridColumn","createdAt":"2026-06-23T08:18:32.162Z","updatedAt":"2026-06-23T08:48:01.359Z","__v":1}],"allowedChildSections":[],"pageId":"6a3a2bc3bc18cbd1bb28b8e9","companyId":"686fdee51c28ab003be5e43b","componentType":"gridRow","createdAt":"2026-06-23T08:18:32.138Z","updatedAt":"2026-06-23T11:44:38.600Z","__v":1},{"_id":"6a3a2bc3bc18cbd1bb28b902","type":"component","isTemplate":false,"name":"gridRow","content":{"box":{"left":"none","right":"none","top":"xLarge","bottom":"none","backgroundColor":"linear-gradient(180deg,rgba(1,21,42,1)0%,rgb(63,95,131)100%)"}},"categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b2b86c9dc51e13538ce0","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[{"_id":"6a3a2bc3bc18cbd1bb28b98d","type":"component","isTemplate":false,"name":"gridColumn","content":{"box":{"left":"none","right":"none","top":"small","bottom":"small","backgroundColor":"transparent","bgImage":{"visible":false,"src":"https://images.unsplash.com/photo-1622782914767-404fb9ab3f57?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wyMjcwN3wwfDF8c2VhcmNofDN8fHBob25lJTIwY2hhcnR8ZW58MHx8MXx8MTcyODY0NTM5OXww&ixlib=rb-4.0.3&q=80&w=1080","opacity":100}},"verticalAlign":"center","framed":false},"parentId":"6a3a2bc3bc18cbd1bb28b902","categoryId":"61af39fa0ff35780165e4faa","sectionId":"6904b2b86c9dc51e13538ce0","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[{"_id":"6a3a2bc3bc18cbd1bb28b933","type":"component","isTemplate":false,"name":"text","content":{"kind":[],"box":{"bottom":"none","top":"medium","right":"xLarge","left":"xLarge"},"responsive":{"active":false,"hasContainer":true,"options":{"size":[],"offset":[]},"mapping":[]},"align":"center","size":"medium","text":"Das ist ein Text Block für deine Nachricht.","plainText":"See what your book is worth in the independent market.","wysiwygHtml":"

See what your book is worth in the independent market.

"},"parentId":"6a3a2bc3bc18cbd1bb28b98d","categoryId":"5a957843b727462286d2d61e","sectionId":"6557bc7f32dfc44fb3c34139","campaignId":"6a3a2bc3bc18cbd1bb28b8e1","components":[],"allowedChildSections":[],"pageId":"6a3a2bc3bc18cbd1bb28b8e9","companyId":"686fdee51c28ab003be5e43b","componentType":"text","__v":0,"createdAt":"2026-06-23T06:46:27.640Z","updatedAt":"2026-06-23T08:23:44.939Z"},{"_id":"6a3a2bc3bc18cbd1bb28b949","type":"component","isTemplate":false,"name":"text","content":{"kind":[],"box":{"bottom":"medium","top":"large","right":"xLarge","left":"xLarge"},"responsive":{"active":false,"hasContainer":true,"options":{"size":[],"offset":[]},"mapping":[]},"align":"center","size":"medium","text":"Das ist ein Text Block für deine Nachricht.","plainText":"One confidential conversation. We run your profile through the Acquisition Intent Engine and show you the real transition payout available for a team like yours.","wysiwygHtml":"

One confidential conversation. We run your profile through the Acquisition Intent Engine and show you the real transition payout available for a team like yours.

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Start your confidential briefing →

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