We are Difference-Makers.
At Catalyst, we exist to ignite change and growth for financial professionals, helping them align their practices with their values and long-term aspirations.
Our story began in 2024 when four founders came together with a shared vision. Having witnessed firsthand the corporate bureaucracy, uninformed recruitment practices and outdated training programs for Next-Gen advisors, we knew there had to be a better way. Now, with our combined industry experience, insider knowledge, and network reach, we’ve harnessed our collective power to support financial advisors at every stage of their journey.
We are Difference-Makers.
At Catalyst, we exist to ignite change and growth for financial professionals, helping them align their practices with their values and long-term aspirations.
Our story began in 2024 when four founders came together with a shared vision. Having witnessed firsthand the corporate bureaucracy, uninformed recruitment practices and outdated training programs for Next-Gen advisors, we knew there had to be a better way. Now, with our combined industry experience, insider knowledge, and network reach, we’ve harnessed our collective power to support financial advisors at every stage of their journey.
We are Difference-Makers.
At Catalyst, we exist to ignite change and growth for financial professionals, helping them align their practices with their values and long-term aspirations.
Our story began in 2024 when four founders came together with a shared vision. Having witnessed firsthand the corporate bureaucracy, uninformed recruitment practices and outdated training programs for Next-Gen advisors, we knew there had to be a better way. Now, with our combined industry experience, insider knowledge, and network reach, we’ve harnessed our collective power to support financial advisors at every stage of their journey.
Meet the Team
Our team is made up of industry veterans who know exactly what it feels like to make big, bold decisions about your career and practice. We’ve walked in your shoes, having left behind corporate environments that didn’t serve us, and we’ve come out stronger on the other side. With backgrounds in financial advising, consulting, and entrepreneurship, we understand the nuanced challenges you face and are committed to guiding you toward growth and alignment.
Meet the Team
Our team is made up of industry veterans who know exactly what it feels like to make big, bold decisions about your career and practice. We’ve walked in your shoes, having left behind corporate environments that didn’t serve us, and we’ve come out stronger on the other side. With backgrounds in financial advising, consulting, and entrepreneurship, we understand the nuanced challenges you face and are committed to guiding you toward growth and alignment.
Meet the Team
Our team is made up of industry veterans who know exactly what it feels like to make big, bold decisions about your career and practice. We’ve walked in your shoes, having left behind corporate environments that didn’t serve us, and we’ve come out stronger on the other side. With backgrounds in financial advising, consulting, and entrepreneurship, we understand the nuanced challenges you face and are committed to guiding you toward growth and alignment.
Mission & Vision
Our mission is to catalyze change and growth for financial professionals by offering personalized, value-driven support. Our vision is to empower financial advisors to deliver amazing results for their clients. To do this, you need the right platform, support and toolset where you can grow and thrive.
At Catalyst, we’re not just helping advisors and firms build their ideal futures—we’re shaping the future of financial services.
Let’s redefine what’s possible, together.
Mission & Vision
Our mission is to catalyze change and growth for financial professionals by offering personalized, value-driven support. Our vision is to empower financial advisors to find homes where they can grow and thrive, transforming their practices into spaces of freedom, success, and fulfillment.
At Catalyst, we’re not just helping advisors make transitions—we’re shaping the future of financial services.
Let’s redefine what’s possible, together.
Mission & Vision
Our mission is to catalyze change and growth for financial professionals by offering personalized, value-driven support. Our vision is to empower financial advisors to find homes where they can grow and thrive, transforming their practices into spaces of freedom, success, and fulfillment.
At Catalyst, we’re not just helping advisors make transitions—we’re shaping the future of financial services.
Let’s redefine what’s possible, together.
The Catalyst Core Values
Radical Transparency and Education
We believe clarity is kindness. By educating advisors about firm options and offering a transparent view of the transition process, we empower you to make informed decisions that align with your goals.
Obsession with Excellence and Continuous Improvement
Every day is an opportunity to improve, even if it’s just by 1%. We’re committed to growing our knowledge, network, and expertise to better serve you as trusted advocates and coaches.
Audacious Authenticity
We’re all in when it comes to your success. We believe in authenticity over gimmicks, and that if we deliver real results, the right people will be drawn to us. We proceed boldly, always looking for creative solutions.
Resourcefulness
We thrive on finding answers, even when they’re not obvious. The McGyver spirit runs deep in our team as we work to match advisors with the tools and resources they need to thrive.
Collaboration
We believe in the power of teamwork. Our collective of diverse talents and experiences ensures we offer the best solutions to meet your needs. Together, we go further.
The Catalyst Core Values
Radical Transparency and Education
We believe clarity is kindness. By educating advisors about firm options and offering a transparent view of the transition process, we empower you to make informed decisions that align with your goals.
Obsession with Excellence and Continuous Improvement
Every day is an opportunity to improve, even if it’s just by 1%. We’re committed to growing our knowledge, network, and expertise to better serve you as trusted advocates and coaches.
Audacious Authenticity
We’re all in when it comes to your success. We believe in authenticity over gimmicks, and that if we deliver real results, the right people will be drawn to us. We proceed boldly, always looking for creative solutions.
Resourcefulness
We thrive on finding answers, even when they’re not obvious. The McGyver spirit runs deep in our team as we work to match advisors with the tools and resources they need to thrive.
Collaboration
We believe in the power of teamwork. Our collective of diverse talents and experiences ensures we offer the best solutions to meet your needs. Together, we go further.
The Catalyst Core Values
Radical Transparency and Education
We believe clarity is kindness. By educating advisors about firm options and offering a transparent view of the transition process, we empower you to make informed decisions that align with your goals.
Obsession with Excellence and Continuous Improvement
Every day is an opportunity to improve, even if it’s just by 1%. We’re committed to growing our knowledge, network, and expertise to better serve you as trusted advocates and coaches.
Audacious Authenticity
We’re all in when it comes to your success. We believe in authenticity over gimmicks, and that if we deliver real results, the right people will be drawn to us. We proceed boldly, always looking for creative solutions.
Resourcefulness
We thrive on finding answers, even when they’re not obvious. The McGyver spirit runs deep in our team as we work to match advisors with the tools and resources they need to thrive.
Collaboration
We believe in the power of teamwork. Our collective of diverse talents and experiences ensures we offer the best solutions to meet your needs. Together, we go further.
The Growth Catalyst:
Ignite Your Firm's Potential
Fuel your growth with insights on advisor recruiting, client experience and all things wealth management.
The Growth Catalyst:
Ignite Your Firm's Potential
Fuel your growth with insights on advisor recruiting, client experience and all things wealth management.
The Growth Catalyst:
Ignite Your Firm's Potential
Fuel your growth with insights on advisor recruiting, client experience and all things wealth management.