Services & Frequently Asked Questions
What are the benefits of using a recruiter?
The role of a recruiter is to help you achieve your goals by guiding you through due diligence and exploration by serving as a negotiator and advisor in what can be a complex process. We objectively view your business from all angles to gain a clear understanding of your needs, goals, and even the frustrations you’re feeling. We ask the tough questions, then work to curate the dizzying array of options to define a focused, customized solution that meets your businesses specific goals. Ultimately, we streamline the overwhelming complexities and do all the heavy lifting, so you can continue to focus on running your business.
What firms do you represent?
We are an independent entity and “firm agnostic,” covering the entire landscape—from the traditional brokerage, boutique and regional firms, to the entire waterfall of possibilities within the independent broker dealer and RIA space. Because we do not accept retainer fees from any firm, we can retain total objectivity. Our only mission is to find the right match for you and your clients—even if that “match” ends up with you making the decision to stay where you are.
I’m not ready to make a move - is it too early to start a discussion?
We speak with advisors who are likely never going to move, advisors who are just curious about their options in this ever-changing landscape, and advisors who are frustrated with one foot out the door. It is never too early – or too late – to start getting educated. No matter what position you’re in, we believe that getting educated about your options is crucial to your continued success and happiness.
Am I obligated to do anything? That is, what if I ultimately choose not to move?
Our support and expertise are available to you with absolutely no obligation or expectation. We want to be a trusted resource and partner to you—no strings attached. And if we believe you will be best served by staying with your current firm, we will let you know and guide you accordingly.
*All correspondence is 100% confidential.
“I underestimated how hard it would be negotiating my own transition. It wasn’t until I started working with Paul and Grandview that I was able to confidently make my next move.”
— Susan C., GRANDVIEW CLIENT Independent IRA
