At Elite, We Approach the Business Differently to Meet Your Needs
Business Services
At Elite Consulting Partners we believe your needs and the needs of your advisors are of the utmost importance. Our value-add is based upon our deep understanding of and relationships within the financial services ecosystem, consisting of: captive and independent financial advisory firms, complex managers, regional managers, branch managers, support staff, compliance, in-house recruiting departments, and OSJs/Super OSJs.
Our team is committed to meeting your needs and delivering the results you deserve and expect from a consulting firm.
Retained Recruiting Services
Our retained recruiting program allows you to control the investment you are willing to make in new advisor acquisitions. This program is a new and innovative way for large IBD’s, small IBD’s, and RIA’s to have greater success in recruiting.
We provide a strategic advisor acquisition program for clients looking to acquire top advisor talent across the country. We connect motivated buyers and qualified sellers to ensure mutual success.
Marketing
Many firms take for granted how important their marketing and branding can be to the success of their firm. Our team empowers advisors to create impactful brands that build trust and long-lasting client loyalty.
Database Solutions
Our database solutions help financial advisors streamline client management, improve data integrity, and boost productivity. With real-time access to critical financial data and seamless integration, we empower advisors to make informed decisions.
BD/RIA M&A Services
With our knowledge of the current market, we can help you acquire BD’s or RIA’s. If you are looking to sell, we can help find the right buyer and guide you through the sales process.