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.
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.
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 structural, 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 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 identify a short-list of 4-5 options that meet your criteria and practice ambitions. We catalyze your decision-making by guiding you through the due diligence process.
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. With Catalyst by your side, you have the 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.
In our experience, once we ensure the functional criteria are met, selecting the right firm is “all about the chemistry.”