1-Candidate recruiting: If you need admin staff, analysts, Financial Planners, Portfolio Managers or Wholesalers on staff, we'll take the mandate. Any job in the financial services industry, we'll find the best fit for your needs.2-Book of Business Brokering: Retiring advisor looking for the right person to take care of your clientele? CFP or CIM looking for a clientele to help you grow? Our framed brokering process helps sellers connect with qualified buyers to cut away most of the problems the industry is facing today for its succession plans.3-Dealership brokering: You're an independent advisor but you're not sure if your dealership is really aligning with your values or providing you with the tools you need to better service your clients? We know the industry inside out and we can get you that perfect match.4-Business brokering for clients: Are you an advisor who has a retiring clientele? Your professional clientele is looking to sell their business but its taking months and years? Introduce us to them and we'll take charge of the selling process, making sure it's completed in good time, with additional security for all parties involved.