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Let us help you achieve your goals!
Let us help you achieve your goals!
With 15 years in the financial services industry we have had the privilege and pleasure of helping 1400+ advisors in their transition to their new partnering firm. We have the intimate industry knowledge and understanding of the technology, products, platforms, services, pricing, transition assistance packages and growth strategies available to you as you focus on the next step for your business.
We can help you plan for the future that best aligns with the vision of your business.
We will help you understand the broker dealer and RIA landscape, evaluate your goals for transition, introduce you to firms with only the best fit, and consult throughout the transition process, ensuring you get the best possible deal.
Our fluency in practice acquisition and succession planning can help you grow or sell your business after transition.
Halcyon Recruiting Group, LLC
Tiffin, OH
(484) 343-7860
mclement@halcyonrecruitinggroup.com
Copyright © 2022 Halcyon Recruiting Group, LLC - All Rights Reserved.
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