We Help Advisors and Firms Achieve Their Ambitions.
Transformation happens at the collision of ambition and expertise. When you partner with a Catalyst, you gain a dedicated consultant who understands how to elevate your firm from where it is today to where your ambitions reach.
We Help Advisors and Firms Achieve Their Ambitions.
Transformation happens at the collision of ambition and expertise. When you partner with a Catalyst, you gain a dedicated consultant who understands how to elevate your firm from where it is today to where your ambitions reach.
We Help Advisors and Firms Achieve Their Ambitions.
Transformation happens at the collision of ambition and expertise. When you partner with a Catalyst, you gain a dedicated consultant who understands how to elevate your firm from where it is today to where your ambitions reach.
Advisors
You're ready for more
Autonomy.
Time.
Advisors
You're ready for more
Autonomy
Time.
Advisors
You're ready for more
Autonomy.
Time.
Catalyzing Change for Advisors
We hear it all the time. Advisors who have bigger dreams, want to do more, feel overworked, or are underpaid. Whether you're breaking away from a captive broker-dealer, changing custodians, going RIA, or seeking enhanced support for your practice, we partner with you during a critical time in your career.
When you’re charting a new path, the options for your business - platforms, tech, marketing, etc. - can be overwhelming. As advisor advocates, we serve as your business coach, thought partner, negotiation ally, and transition expert. We help you short-cut the research by honing in on your personal needs and matching you to the options most aligned. With decades of collective experience in wealth management and hundreds of successful advisor transitions, your Catalyst Consultant ensures change is not just initiated, but accelerated and sustained for long-term success.
Your why is the spark that drives us
What is the catalyst for changing your practice? A market shift, technological innovation, or new leadership? What does your ideal firm of the future look like? Rapid growth and practice acquisition? Creating capacity for life’s relationships? Preparing your business for succession? Your why is the catalyst that inspires and drives the urgency for transition.
To find your perfect match, we deeply assess your functional, economic, and personality needs, while also guiding you through how your clients and team will experience this transformation. We help you understand who’s ready for change and how to manage resistance. (BTW - we have a certified Prosci Certified Change Practitioner on staff, a designation that ensures you have expert guidance on change management for large organizations.)
The right match is a chemistry match.
Catalyst’s power is in our knowledge of the industry. We've helped hundreds of advisors and firms nationwide, giving us expert insight into which firms match your criteria.
With your functional, people and values requirements pointing the way, we bring a bespoke solution suite to you, serving up a short-list of 4-5 options that meet your criteria and practice ambitions. We catalyze your decision-making by expertly guiding you through the due diligence informational sessions and visits.
In our experience, once we ensure the functional criteria are met, selecting the right firm is “all about the chemistry.”
We educate you on what to expect at the negotiating table and advocate for your interests throughout the process. With Catalyst by your side, you have complete confidence to make decisive moves and finalize your commitment with excitement.
Planning fuels great success stories.
A solid plan is the catalyst for success during this pivotal transition in your career and business. With decades of experience and hundreds of advisor transitions behind us, we know exactly what it takes to fuel your next move. We work with your new firm to craft a transition plan and tap into our network of vetted resources—from marketing to operational support—so nothing is left to chance.
There’s no end to our advocacy for you.
At Catalyst, our commitment doesn’t end with the transition. We continue to advocate for you, ensuring your practice thrives in its next chapter. With a strong match and a clear plan, we’ll turn change into lasting growth and fulfillment. Your success story is just beginning, and we’re here to catalyze every step of the way.
Catalyzing Change for Advisors
We hear it all the time. Advisors who have bigger dreams, want to do more, feel overworked, or are underpaid. Whether you're breaking away from a captive broker-dealer, changing custodians, going RIA, or seeking enhanced support for your practice, we partner with you during a critical time in your career.
When you’re charting a new path, the options for your business - platforms, tech, marketing, etc. - can be overwhelming. As advisor advocates, we serve as your business coach, thought partner, negotiation ally, and transition expert. We help you short-cut the research by honing in on your personal needs and matching you to the options most aligned. With decades of collective experience in wealth management and hundreds of successful advisor transitions, your Catalyst Consultant ensures change is not just initiated, but accelerated and sustained for long-term success.
Your why is the spark that drives us
What is the catalyst for changing your practice? A market shift, technological innovation, or new leadership? What does your ideal firm of the future look like? Rapid growth and practice acquisition? Creating capacity for life’s relationships? Preparing your business for succession? Your why is the catalyst that inspires and drives the urgency for transition.
To find your perfect match, we deeply assess your functional, economic, and personality needs, while also guiding you through how your clients and team will experience this transformation. We help you understand who’s ready for change and how to manage resistance. (BTW - we have a certified Prosci Certified Change Practitioner on staff, a designation that ensures you have expert guidance on change management for large organizations.)
The right match is a chemistry match.
Catalyst’s power is in our knowledge of the industry. We've helped hundreds of advisors and firms nationwide, giving us expert insight into which firms match your criteria.
With your functional, people and values requirements pointing the way, we bring a bespoke solution suite to you, serving up a short-list of 4-5 options that meet your criteria and practice ambitions. We catalyze your decision-making by expertly guiding you through the due diligence informational sessions and visits.
In our experience, once we ensure the functional criteria are met, selecting the right firm is “all about the chemistry.”
We educate you on what to expect at the negotiating table and advocate for your interests throughout the process. With Catalyst by your side, you have complete confidence to make decisive moves and finalize your commitment with excitement.
Planning fuels great success stories.
A solid plan is the catalyst for success during this pivotal transition in your career and business. With decades of experience and hundreds of advisor transitions behind us, we know exactly what it takes to fuel your next move. We work with your new firm to craft a transition plan and tap into our network of vetted resources—from marketing to operational support—so nothing is left to chance.
There’s no end to our advocacy for you.
At Catalyst, our commitment doesn’t end with the transition. We continue to advocate for you, ensuring your practice thrives in its next chapter. With a strong match and a clear plan, we’ll turn change into lasting growth and fulfillment. Your success story is just beginning, and we’re here to catalyze every step of the way.
Catalyzing Change for Advisors
We hear it all the time. Advisors who have bigger dreams, want to do more, feel overworked, or are underpaid. Whether you're breaking away from a captive broker-dealer, changing custodians, going RIA, or seeking enhanced support for your practice, we partner with you during a critical time in your career.
When you’re charting a new path, the options for your business - platforms, tech, marketing, etc. - can be overwhelming. As advisor advocates, we serve as your business coach, thought partner, negotiation ally, and transition expert. We help you short-cut the research by honing in on your personal needs and matching you to the options most aligned. With decades of collective experience in wealth management and hundreds of successful advisor transitions, your Catalyst Consultant ensures change is not just initiated, but accelerated and sustained for long-term success.
Your why is the spark that drives us
What is the catalyst for changing your practice? A market shift, technological innovation, or new leadership? What does your ideal firm of the future look like? Rapid growth and practice acquisition? Creating capacity for life’s relationships? Preparing your business for succession? Your why is the catalyst that inspires and drives the urgency for transition.
To find your perfect match, we deeply assess your functional, economic, and personality needs, while also guiding you through how your clients and team will experience this transformation. We help you understand who’s ready for change and how to manage resistance. (BTW - we have a certified Prosci Certified Change Practitioner on staff, a designation that ensures you have expert guidance on change management for large organizations.)
The right match is a chemistry match.
Catalyst’s power is in our knowledge of the industry. We've helped hundreds of advisors and firms nationwide, giving us expert insight into which firms match your criteria.
With your functional, people and values requirements pointing the way, we bring a bespoke solution suite to you, serving up a short-list of 4-5 options that meet your criteria and practice ambitions. We catalyze your decision-making by expertly guiding you through the due diligence informational sessions and visits.
In our experience, once we ensure the functional criteria are met, selecting the right firm is “all about the chemistry.”
We educate you on what to expect at the negotiating table and advocate for your interests throughout the process. With Catalyst by your side, you have complete confidence to make decisive moves and finalize your commitment with excitement.
Planning fuels great success stories.
A solid plan is the catalyst for success during this pivotal transition in your career and business. With decades of experience and hundreds of advisor transitions behind us, we know exactly what it takes to fuel your next move. We work with your new firm to craft a transition plan and tap into our network of vetted resources—from marketing to operational support—so nothing is left to chance.
There’s no end to our advocacy for you.
At Catalyst, our commitment doesn’t end with the transition. We continue to advocate for you, ensuring your practice thrives in its next chapter. With a strong match and a clear plan, we’ll turn change into lasting growth and fulfillment. Your success story is just beginning, and we’re here to catalyze every step of the way.
Firms
You're ready for more
Growth Advisors
Wealth Advisors
Firms
You're ready for more
Growth Advisors
Wealth Advisors
Firms
You're ready for more
Growth Advisors
Wealth Advisors
Catalyzing Change for Firms
At Catalyst, we understand that growth requires more than just ambition—it demands a clear strategy and expert execution. We work with firms that are ready to grow through acquisition, attract advisors to move their practices to your firm, or add Next-Gen talent. The competition for advisor recruits is fierce. We’re here to catalyze your success.
Preparing for Recruiting
We start by assessing your market opportunity and defining your firm’s unique value proposition. We dive into the details, from service delivery elements to target market identification, ensuring your firm is positioned to attract top advisors. We also review or create a compensation model that aligns with your services and growth goals, so you're offering competitive yet sustainable packages.
Developing a Recruiting Strategy
Once the groundwork is set, we help you create a targeted recruiting strategy. From crafting LinkedIn and email campaigns to developing a list of potential recruits and key industry events, we provide a comprehensive plan for attracting the right advisors to your firm.
Executing the Recruiting Strategy
When it's time to put the plan into action, Catalyst offers flexible options for executing your recruiting strategy. With our retainer and placement fee structures, you can choose the level of support that best fits your needs. We’re with you every step of the way—from initial contact to successful onboarding—ensuring your recruiting efforts lead to lasting growth.
Our advocacy continues past the placement.
At Catalyst, our commitment doesn’t end with a successful placement. We are happy to share our network of resources with you, including firms who specialize in recruiting support personnel for your firm. We also operate the Advisor Launch Lab, helping you to onboard and train up your next gen talent. Your success story is just beginning, and we’re here to help your firm lead in a competitive market.
Catalyzing Change for Firms
At Catalyst, we understand that growth requires more than just ambition—it demands a clear strategy and expert execution. We work with firms that are ready to grow through acquisition, attract advisors to move their practices to your firm, or add Next-Gen talent. The competition for advisor recruits is fierce. We’re here to catalyze your success.
Preparing for Recruiting
We start by assessing your market opportunity and defining your firm’s unique value proposition. We dive into the details, from service delivery elements to target market identification, ensuring your firm is positioned to attract top advisors. We also review or create a compensation model that aligns with your services and growth goals, so you're offering competitive yet sustainable packages.
Developing a Recruiting Strategy
Once the groundwork is set, we help you create a targeted recruiting strategy. From crafting LinkedIn and email campaigns to developing a list of potential recruits and key industry events, we provide a comprehensive plan for attracting the right advisors to your firm.
Executing the Recruiting Strategy
When it's time to put the plan into action, Catalyst offers flexible options for executing your recruiting strategy. With our retainer and placement fee structures, you can choose the level of support that best fits your needs. We’re with you every step of the way—from initial contact to successful onboarding—ensuring your recruiting efforts lead to lasting growth.
Our advocacy continues past the placement.
At Catalyst, our commitment doesn’t end with a successful placement. We are happy to share our network of resources with you, including firms who specialize in recruiting support personnel for your firm. We also operate the Advisor Launch Lab, helping you to onboard and train up your next gen talent. Your success story is just beginning, and we’re here to help your firm lead in a competitive market.
Catalyzing Change for Firms
At Catalyst, we understand that growth requires more than just ambition—it demands a clear strategy and expert execution. We work with firms that are ready to grow through acquisition, attract advisors to move their practices to your firm, or add Next-Gen talent. The competition for advisor recruits is fierce. We’re here to catalyze your success.
Preparing for Recruiting
We start by assessing your market opportunity and defining your firm’s unique value proposition. We dive into the details, from service delivery elements to target market identification, ensuring your firm is positioned to attract top advisors. We also review or create a compensation model that aligns with your services and growth goals, so you're offering competitive yet sustainable packages.
Developing a Recruiting Strategy
Once the groundwork is set, we help you create a targeted recruiting strategy. From crafting LinkedIn and email campaigns to developing a list of potential recruits and key industry events, we provide a comprehensive plan for attracting the right advisors to your firm.
Executing the Recruiting Strategy
When it's time to put the plan into action, Catalyst offers flexible options for executing your recruiting strategy. With our retainer and placement fee structures, you can choose the level of support that best fits your needs. We’re with you every step of the way—from initial contact to successful onboarding—ensuring your recruiting efforts lead to lasting growth.
Our advocacy continues past the placement.
At Catalyst, our commitment doesn’t end with a successful placement. We are happy to share our network of resources with you, including firms who specialize in recruiting support personnel for your firm. We also operate the Advisor Launch Lab, helping you to onboard and train up your next gen talent. Your success story is just beginning, and we’re here to help your firm lead in a competitive market.
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.