We're Industry Experts
With over two decades of experience building relationships on both sides, we've accumulated a breadth of knowledge and expertise. We monitor the industry for a living, so we have a pulse on every shift and fluctuation.
The financial advisory landscape is evolving, with new types of platforms and channels emerging and an ever-changing legal and regulatory environment.
At the same time, demand has risen across all channels — from wirehouses and regionals to RIAs and independents — for quality financial advisors. High-caliber advisors with quality books of business are highly sought-after — and demand outweighs supply.
1
Wirehouses
Not all wirehouses are created equal and we know how the big firms operate on the inside. If you're looking to scale your business with best-in-class technology, robust platforms and intellectual capital, let our consultants put in the energy to assess and identify the best option for you.
2
Regionals
With competitive transition packages and a consistent, stable payout structure, regionals and super-regionals are attractive to advisors craving more direct access to upper layers of management and less bureaucracy. Depending on your long-term goals, the advisor-centric culture of a regional could be just the right move for you.
3
Independents
Today, there are many ways an advisor could transition to independence and FA's have the option to choose the perfect model or build their own. Whether it's fully independent or a hybrid model, we are familiar with all the varying possibilities. If you ultimately value autonomy, control and freedom over anything else, going independent might be your path forward.
4
RIAs
RIAs have the advantage of being able to go multi-custodian and not primarily use a broker-dealer, whereby you are in full control of the way you run your business and service your clients. Structure your business to align with your management philosophy, meeting your holistic planning and long-term goals. Whether it's joining an existing RIA or starting your own and being independent, the choice is yours.
Let's Work Together
Aligning yourself with the experienced professionals at Rainmaker Consulting gives you the agility and insight you’ll need to make your move... when the time is right.