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.