growing your firm
With so many firms continuing to grow through advisor acquisition, Breakaway Advisor Solutions can help build your firms
Business Development process.
- Consulting and Building out your Value Proposition
- Assist your current Business Development team with pipeline management (CRM Customization)
- Navigating an advisor team through a due diligence process
- Customizing a Home Office Visit experience to promote your firm
- Review and help with compensation discussions
- Review competitive landscape to better position yourself to WIN
