Consulting &
Recruitment Services
for Financial Advisors
Aligning yourself with the experienced professionals at Rainmaker Consulting gives you the agility and insight you’ll need to make your move — whether you transition now or in the future.
Regardless of your time frame, Rainmaker leads with the utmost discretion to help you make the best decisions for your clients and your career.
Since 2006, we’ve represented thousands of financial advisors and moved hundreds of teams with assets totaling more than $400 billion. See what we can do for you.
The Rainmaker Process
Our strategic, firm-agnostic approach to working with advisors ensures optimal results for all parties.
1. Discovery
We take a more personal approach, getting to know your preferences for platform, technology and culture. Together, we'll prioritize your goals and objectives.
2. Analysis
We leverage our deep industry knowledge and expertise to assess your individual needs and determine a course of action to best serve you and your clients.
3. Direction
We present a carefully curated package of recommendations, outlining each to include all pros and cons, and opening the conversation for further exploration.
4. Due Diligence
We introduce you to the right contact at the preferred institution, providing background info, including a list of key questions to ask the prospective firm.
5. Negotiation
We work as a liaison to negotiate the best transition package with the greatest possible economic outcome, inclusive of your specific goals and desired results.
6. Transition
We advise you on best practices for a successful move and act as a trusted resource up to the finish line. The ultimate goal is minimizing disruption to your business.
Testimonials
"If you are looking for an exceptional consultant and partner look no further than Steve Rosen of Rainmaker Associates. I have been in the industry for over twenty-six years as a financial advisor and manager and have worked with many talented colleagues both at Merrill Lynch and Morgan Stanley and I can confidently state that there is no one better at understanding the market, the industry, and the psychology of the client who is evaluating the next steps in his or her career."
Executive Director, Complex Manager
Considering a Transition?
Whether you’re considering a transition or would just like to have a confidential discussion about the state of the industry and your career options, contact us today.