Aggressively acquiring more assets, while Caroline is experiencing burnout from doing most of the planning work. 

1. Lead search for paraplanner and licensed operations assistant. 
2. Lead consultation with firm in role and compensation design. Subsequently source, interview, & complete suitability for both roles.

Goals

Require two roles. They need a licensed assistant to support processing and completion of applications. Caroline is experiencing burnout from doing most of the planning work. They could benefit from an in-house paraplanner to create capacity for Caroline.

Background

• Age: Caroline- 43 years old, female, Holds CFP designation. Mark- 38 years old, male, holds CFA designation.
• Products sold: Individual investment and insurance products, targeting business owners and professionals.
• Business structure: Incorporated with 1 operations staff. Caroline and Mark are equal partners where Caroline manages most relationships and planning. Mark holds some key HNW relationships and is accountable for designing/ managing

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Firm principal has intent of hiring an advisor who has potential to become a partner in the next 5-7 years. 

1. Provide consultative services to create a progression model and compensation structure. 
2. Subsequently source, interview, & complete suitability.
3. Will also be leading search for an additional operations team member.

Goals

Requires someone in an advisor capacity that can eventually take over the practice in 5-7 years, while Bill reduces his hours. Could also require additional operations staff as new business comes in.

Background

• Age: 62 years old, male, lives in the GTA, married with 2 adult children.
• Products sold: Individual investment and insurance products, some group benefit and retirement plans.
• Business structure: Incorporated with 4 operations staff, and one associate advisor (retiring) whose book Bill purchased 2 years. ago. Owns office space in a suburb of Toronto.

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Uncover target advisors within the firm that require support to source and onboard, or matchmake growth advisors into top performing firms. 

1. Deliver teaming seminars for target advisor segments and facilitate matchmaking of internal advisors. Design and build microsite with resources that advisors can pull from.
2. Provide 1:1 support to advisors who want to bring in associate advisors and other non-producing roles into their firm.

Goals

To grow advisor base by recruiting additional advisors to their organization. Support existing advisors’ growth and succession aspirations by accelerating teaming. Looking to minimize compliance risk. 

Background

• Age: In business for over 20 years.
• Structure: Owned by 3 partners who have grown the firm to over 1200 advisors. Largely based in Ontario but have offices in Alberta and BC as well.
• Value proposition for advisors: Strong relationships with some long-standing advisors. Offering basic practice management support through field management team. Rely on manufacturers for product support.

Note: Cost structure to be determined by size and breadth of engagement

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