Retiring or Growing Your Practice?
Know your Options
Our consultative and independent approach ensures alignment with your interests from the very beginning and throughout all phases of the succession planning journey. For advisors seeking rapid growth we can also assist you in exploring alternate platforms to enhance the existing revenue of your practice.
Nicole helped me get my latest job. She was very professional, she coached me through the interview process and followed up afterwards to ensure that I was enjoying my new position. I would recommend anyone who wants to find a rewarding career change to work with Nicole. She was absolutely awesome!!!! JB
I had the fortune of meeting Nicole recently. She is friendly, approachable, professional and personable. She has an astute understanding of the financial industry, client service and recruiting. She provided me with great advice, clarity and focus. I look forward to working with her in the future. AF
Nicole is, without doubt, the most knowledgeable recruiter in the investment industry space. She stands out with her practical knowledge and impressive ability to find the perfect match. Nicole also does a fantastic job supporting the individuals during the hiring process by providing valuable reading material and great interview tips. I highly recommend Nicole for a company looking for efficient recruitment services and for job seekers willing to make the right career move. JB
I have known Nicole as an esteemed and valued colleague and client. She is expert in her practice and is one of the most service-oriented professionals I have known. Her dedication to both client and candidate satisfaction is obvious in her results. I would add that Nicole demonstrates a balance, acumen, and approachability that is rare but essential in consultative services. KS