If you’re an advisor looking to expand your client base - read this.

We’re getting a meaningful amount of inbound from $1M–$5M households that aren’t the right fit for our core $5M+ model.

Rather than turning them away, I’m looking to bring on one or two advisors under a DBA structure to serve that segment.

Here’s how it would work:

• You operate under our ADV and platform, while maintaining your own brand

• You receive a steady flow of warm, inbound leads (from YouTube/LinkedIn that are already interested in tax-aware planning)

• You build and manage those relationships independently, using our playbook

This is a way to: 

• Extend that platform to $1M–$5M households

• Give the right advisor a real opportunity to build a book without PE/aggregator pressure

• Do actual planning for “up-and-coming” clients I’m only looking to do this with one or two people/firms.

If that sounds like you, feel free to DM me and we can talk through what it could look like.