We are honest and transparent about every element of the process, because we believe that education around all the issues advisors face in the best way to work together.
We believe that no matter the size or make-up of your business, you deserve a seat at the table and should know what’s working and what’s not.
Our firm is intentionally diverse. We want opinions, thoughts and perspectives from people from all walks of life.
Our ongoing “Zero Tolerance” training lays the groundwork for how we intend to uphold our policies at the firm and partner-firm level.
We meet to align on fit – do our values and vision align? In order to create a successful partnership, alignment of needs is imperative. This process is completely transparent, we are committed to ALWAYS having direct and honest conversations with advisors, especially if we ultimately feel we are not the best fit.
Once we align, we want to make sure you have a complete understanding of how we will be serving you on an ongoing basis. You will receive a comprehensive proposal from us with our findings, suggestions and insights around your team structure, your p&L and finances and the support you’ll receive from us on an ongoing basis.
If you are comfortable with our proposal we will move forward with beginning your transition, including coming to visit you ensuring that you have found space that you love and getting you set up with our transition specialists to walk you through the next few months.
Onboarding is not a singular event at Journey. When you join us, together we will embark on a Journey (pun intended) of helping you build a bigger, more profitable fulfilling business. Yes, you own your business. But no, you will never be alone.