There are 9 words you should never say to your firm: "I AM LEAVING IF YOU DON'T MAKE THIS RIGHT."

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We know that you have the skills to negotiate sticky situations. Our firm exists however, because our clients – the top pros on the Street like you – including 32 of the Barron's top 100 Advisors, and 45 Goldman Sachs Advisors -- have now found that they would like to enter discussions from a position of strength and knowledge.  Whether it is negotiating a retention package, or something career-impacting, you will want to handle the situation correctly and have all your ducks in a row backed by data.

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Your tendency might be to shoot from the hip, hire a bulldog attorney to sue the sh*it out of your firm, call friendly colleagues, meet with anyone who calls to present your side of the story, the real story. If it is not approached correctly, it can be akin to trying to get a jury foreman to reexamine your case after she just read the verdict. It is best to gather your strategic resources upfront and get the right verdict the first time. Take a deep breath, and we urge you to call us so that toge3the3r we can take charge of the situation and right the ship -- the RIGHT WAY. At this early juncture, this is where Advisors can permanately damage their careers, their families and their clients.
 
It may seem unreasonable that anyone outside of yourself can step into the mix right now and provide remedy, We wish to reiterate that this regulatory environment has its own set of rules. You need people that understand the industry, are connected to the players and can advise you on your best course of action. Of course, the final decision and how and when to act is always up to you.

 

To be clear, our services counsel you from the behind. It is never our job to interfere or approach your firm or manager in any way. Our mission is to provide our client Advisors with all the tools and information they need to get the results that they want. We act as strategists in your corner with time tested, Street-accurate data.
 
Whenever you approach your firm with a sensitive request, or if your issue is career-affecting, our mission is to help you negotiate from a position of strength – your familiar territory.  We urge you not to initiate calls to your firm or receive them without first deciding on a strategic plan, which we will begin to put together in hours, not days.  Your initial consultation is always free. When we have an airtight game plan that you understand and support, you will feel far more in the driver's seat. Our clients appreciate our quick turnaround and low, flat fee arrangements communicated upfront in writing.

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Our services begin with an understanding of what it is that you are trying to obtain. You may even inquire of us anonymously if you wish, but rest assured we could never build the kind of trust that we've established without having unyielding confidentiality as our bedrock principal.

 

We follow your confidential inquiry with a strategic review from our executive committee, and then a written report, usually within 72 hours. Our goal is to give you all the tools you need to negotiate your retention package on your own. We will tell you what you should ask for, and from whom. We know your firm and a senior member of our executive management team -- never less than 30 years of experience negotiating Street pay packages -- will always be present on your case.

  Click here to get started, even anonymously.