Advisor Placement Services

We all know the grass is not always greener on the other side but if you need to check out the real estate and possibly make a move, LWBC has the expertise, experience and a complete understanding of the issues.

It goes without saying that leaving your current home is a very stressful venture and no one wants to move again especially in an environment of significant regulatory change where there is increased pressure to justify your value proposition to your clients and the public.

Our many years of experience heading up Dealers who were actively recruiting and in running Advisor financial planning practices provides a tremendous advantage for an Advisor (s) who is seeking a potential new opportunity.

LWBC provides you with the questionnaires and diagnostic tools that help you analyze your options with your connections to the Dealer community and our contracted relationships with same. We complete the process by facilitating sessions that ultimately lead to a final decision.

Contact us and learn how we make a very complex and disruptive business venture operate with maximum efficiency and effectiveness.

Lifestyle Wealth Business Consulting will ensure you make the right decision!