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Financial Advisor Movement
Thousands of financial advisors move to different firms every year searching for the partnership that will help serve their clients and reward them and their teams financially. Navigating this landscape is difficult with what feels like endless options across the attributes of a partnership that matter most to advisors.
Financial advisors considering a move, have to be real with themselves and be dedicated to truly understanding the market, it’s sampling of affiliations, and the variety of firm culture to ultimately reach their economic potential.
Makari's Process
Step 01.
RECRUITING ENGAGEMENT
A professional athlete would never work on trading themselves to another team or negotiate their own contract. It is imperative that you have a trusted expert when considering a move. Makari essentially becomes your agent and trusted partner. We help narrow your suitors to the firms that are mostly aligned to your values and needs. We also manage the process for introductions, VIP visits, business gap analysis, and due diligence meetings. You stay focused on your clients as we stay focused on you.
Step 02.
PRACTICE PROFILE
Our responsibility is to help our clients find the ideal partner to best serve their clients and support their staff. To help understand what’s important to you and the management of your practice, we build a profile for your business which informs what partnerships would work and what would not work when making a move to a new firm. Your “Practice Profile” also acts as an igniter to the narrative behind your practices success and value so potential partners will fully appreciate your business.
Step 03.
CHANNEL DELINEATION
Once your Practice Profile is complete, we work toward defining the benefits and challenges to each of the channels across the wealth management space. It seems like there are endless variations of affiliations presented to advisors. Makari has the institutional knowledge of working with most of the of the firms that could be possible partners to an advisor who is looking for a new home. We guide our clients to the right channel and affiliation that is right for you and your team.
Step 04.
DEAL STRUCTURE
Helping advisors think differently about the multiple avenues that lead to a move or a “deal” is the cornerstone of our relationships with our clients. Negotiating for the best fit and deal isn’t always pleasant. Makari becomes your advocate to ensure the success of finding the right partner and getting what you deserve economically keeping you from having to have these tough conversations with your new partner. This is our only focus! We know what the market is and strive to test the boundaries of firms looking to recruit you either for more money or better terms.
Step 05.
TRANSITION SOLUTIONS
The great unknown in any transition is the successful and seamless movement of clients and your staff to a new platform. Each firm that you consider should have a strong process for transition. But knowing the people and the details of the transition for each firm you may consider puts Makari in an important place along the value chain. We will help you find the right partner, prepare your practice for a move, and support the execution of your transition to your new partner.
Strategic Advisory with Real-World Impact
Whether you’re exploring new opportunities or growing your firm, the first step starts here. Connect with Makari for a discreet, one-on-one conversation tailored to your goals. No pressure. Just insight, strategy, and results.
Enterprise Services
Those who are brave enough to run their own wealth management enterprises face the challenges of this industry through a completely different lens than a financial advisors.
Their role is to ensure their firm’s capabilities and resources are designed to help their advisors and the firm grow, manage their clients, and have a culture where advisors are appreciated.Financial advisors considering a move, have to be real with themselves and be dedicated to truly understanding the market, it’s sampling of affiliations, and the variety of firm culture to ultimately reach their economic potential.
The Makari Group’s Enterprise Solutions team focuses on helping RIAs, Broker Dealers, and Hybrid firms with four main contributors to growth and efficiency.
Growth Strategies
Step 01.
ORGANIC GROWTH
Many firms and advisors simply don’t grow outside of what the market provides overtime. At Makari, we have built a powerful system for prospecting at scale with limited investment and efficient use of resources so that lead generation becomes a consistent process. Our system can be implemented at the “end-client” level so that your firm can differentiate by helping advisors grow by getting new clients. Find your advisors new clients and they will be loyal forever.
Step 02.
RECRUITING SOLUTIONS
Successful recruiting isn’t a part time job and needs constant momentum and activity. If you are not cold calling you should be refining your firm’s value proposition, communication style & content, culture development, and the overall engagement process so that every advisor lead gets a consistent powerful narrative and experience. We have advisor lead flow but guard these opportunities so that each lead is introduced to firm’s we know can close. We share best practices and strategies for becoming one of our go to firms so that we all can enjoy a successful business partnership.
Step 03.
ACQUISITIONS
The great unknown in any transition is the successful and seamless movement of clients and your staff to a new platform. Each firm that you consider should have a strong process for transition. But knowing the people and the details of the transition for each firm you may consider puts Makari in an important place along the value chain. We will help you find the right partner, prepare your practice for a move, and support the execution of your transition to your new partner.
Capital Solutions & Sell
Side Advisory
Step 01.
MAJORITY SALE
Enterprises looking into selling a majority or all of their firm’s equity needs a partner with a proven process, previous transaction success, and the right network of buyers. Makari’s Enterprise team is partnered with several seasoned buyers that have a variety of succession solutions and merger options, Our job is to help present your enterprise’s business to possible suitors so that you and your shareholders achieve the highest economic potential for a transaction.
Step 02.
MINORITY PARTNERSHIP
An innovative solution many wealth management firms are taking advantage of is selling a minority stake in your firm that satisfies your capital needs and aligns you with a partner to help you grow. In this partnership your growth is rewarded by grouping your minority ownership stake in with other firms and presenting the collective economics to the marketplace. If sold, your firm just celebrated the benefit of a much higher multiple because of the group’s size and economic prowess.
Step 03.
DEBT & EQUITY PARTNERSHIP
Finding the right capital partner and terms is critical when taking on debt or selling equity. Makari is aligned with some of the most innovative capital providers in the industry which allows us to negotiate on your behalf while finding your organization the best capital option.
Empowering financial advisors nationwide — Makari Group, your trusted partner in growth.
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