Stay tuned for more details coming soon!
This is just the beginning, and we have an exciting agenda lined up for you.
JPTD Partners is a boutique consulting firm with more than 140 years of combined experience. They are passionate about assisting financial professionals with maximizing the valuations of their practice when they are ready to sell part or all of their business. They work with various private equity and purchasing firms that specialize in the financial industry and mergers and acquisitions.
Muriel Consulting provides personalized, unbiased guidance to advisors breaking away, changing firms, or launching their own RIA. We’re the only financial advisor recruiting firm that goes beyond recruiting—helping with marketing, HR, business setup, and more. With expert insights and hands-on support, we secure the right fit, the best deal, and a seamless transition.
Wealth.com is the only tech-led end-to-end estate planning solution built specifically for financial advisors. Wealth was founded to break down barriers to estate planning, creating a dynamic ecosystem that grows with members and removes the complexity and confusion from antiquated options that existed before Wealth.
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