Over the years our founder has helped many financial advisors transition to new and better opportunities that suited their needs. Because of his experience as one the industries top managers, he has the ability to consultant and advise his clients on the solutions that best meet their individual needs.
He takes great care to ensure his solutions are exactly what his clients are looking for. He spends a great deal of time understanding his clients’ businesses and the unique challenges many of them are facing. His suggestions are well thought out and specific to the needs of each client.
Below are examples of various financial advisor moves that we had the pleasure to be a part of. These situations give you a glimpse into the types of unique, and often times, complex and sophisticated opportunities our founder can help our advisor clients with.
“We can’t thank you enough, and we couldn’t be happier. Our business has grown exponentially already, even just for the simple reason of leaving Wells Fargo. We have gotten more referrals, more new clients, and new accounts from existing clients…growth that NEVER would’ve happened should we still be at Wells.”
-Independent Advisor, NJ
“We are more than thrilled to be working with such a great team here. The white glove service at Elite Consulting was more than Elite!”
-Financial Advisor, FL
“Thank you! You really gave us both excellent direction and also the confidence that we were being thorough in our research in due diligence. Without wasting time on things that weren’t a good fit.”
-Financial Advisor, WA