Breaking up isn’t easy, but it *can* be the key to leveling up. 🚀 At Catalyst, we’re the go-to breakup experts (in the financial world, of course 😉). Whether you’re ready to transition firms or need some guidance on finding your perfect match, we’ve got your back. 💼💔
Advisor Break-Up and Matchmaking Services
Pinpoint the Perfect Moment: We help you identify when it’s time to leave and when it’s time to stay, ensuring every decision is a smart one.
Flawless Transitions: Navigate the complexities of leaving your firm with expert guidance that minimizes disruption and maximizes opportunity.
Unbiased Expertise: Get clear, impartial advice to make informed choices that align with your long-term goals and growth.
Consulting Services
Save Time, Maximize Impact: We streamline your recruiting process, freeing up your time to focus on growth.
Negotiate Like a Pro: Leverage our expertise to secure top talent and better compensation deals.
Avoid Costly Mismatches: We ensure you’re paired with the right firms, avoiding expensive missteps and mismatches.
Advisor Launch Lab
Build a Powerhouse Team: Recruit and retain top-tier talent with ease, even after going independent. Custom Training, Fast Results: Our tailored onboarding plans get new advisors ramped up quickly and efficiently.
Secure Your Future: Create a winning succession plan that drives long-term success for your practice.
Ready to stop just thinking about it? Let’s make bold moves together! 🔑✨ #StartwithCatalyst #NotBusinessAsUsual #TheMarkofChange #financialservices #advisor #finserv
👉 DM us to learn more!