Experience Creates Co Connection Advisor Match Consultants | Firm Overview Q1 2020 | info@advisormatchconsultants.com
About Advisor Match Consultants Overview Advisor Match Consultants (AMC) Advisor Match Consultants was founded by Roger T. Denha, an is a specialty recruiting firm entrepreneur and former financial advisor with over 25-years of experience that guides acquisitions, building a successful advisory practice and the practices of those around him. mergers, and partnerships between Financial Advisors AMC’s goal is to find people and practices that share your vision. We and Advisory Firms. offer a comprehensive suite of services designed to build and foster long-lasting relationships, including recruiting, deal advisory, contract negotiations, consulting services, and more. p. 2
About Advisor Match Consultants Why AMC? Experience Creates Connection AMC was built on the belief that success is a byproduct of proper firm affiliation - the alignment of goals, values, and philosophy between advisor and firm. Specialty Experienced Deep Focus Leadership Network AMC was built by a AMC’s founder, Roger AMC has a deep network financial advisor with Denha, has extensive of distinguished advisors over 25-years experience experience overseeing or and professional, and works exclusively being involved with established advisory with other advisors and dozens of fellow advisors firms around the country, advisory firms. Our moving from one firm to developed over 25-years singular focus means you another. His industry on the front line, making won’t be competing for knowledge and passion AMC an ideal partner for attention with an for success drives every anyone looking to grow inexperienced recruiter or search at AMC. their book of business. recruitment firm. p. 3
About Advisor Match Consultants Our Core Values 1) Trust AMC conducts each search assignment with the utmost discretion and confidentiality. We operate under the belief that successful outcomes are a result of open and direct communication, and provide each client with candid, honest advice 2) Integrity We are honest and ethical in everything we do. We believe this approach is the only way to build long-lasting relationships between clients and candidates 3) Passion We are dedicated to delivering the best outcomes for all our clients. The Advisory business is our only focus and has been for over 25 years 4) Accountability We believe we are only as good as the connections we build. We’re accountable to our clients, our candidates, and every connection we’ve built over 25+ years in the industry p. 4
Services Services Overview Find People and Practices that Share your Vision Personalized Deal Consulting Contract Recruiting Advisory Services Guidance AMC has a deep AMC is on the front AMC understands Is up-front money network of line - We monitor your business. more important or advisors and the latest wire More importantly, is a higher payout advisory firms, house deals and we help build the right for you? We'll built over 25+ know what the type of business guide you through years in the independents are you want the process and industry paying help structure your deal p. 5
Services For Advisors 1) Personalized Recruiting AMC will help you navigate the market for openings and create a plan to effectively and efficiently identify the ideal firm for you 2) Roadmap Development AMC will work with you to develop a plan that meaningfully defines your short-term and long-term goals, and how best to achieve the results you want, both personally and professionally 3) Salary & Contract Guidance At AMC, we know what you're worth. We put our deep experience and industry knowledge to work to land the best deal for you, whether it's up-front money or a structured payout p. 6
Services For Teams of Advisors 1) Deal Consulting AMC works with Advisor Teams to help them better understand their own needs and wants, and to identify firms with openings that fit 2) Long-Term Planning What are the long-term goals for you and your team? What does a successful outcome look like once you’ve transitioned to your new firm? We’ll help build and define a plan to ensure the proper fit between your old team and your new one 3) Contract Guidance We help guide your team through contract negotiations, advising on deal structure and terms, to help ensure you receive fair market value for your book of business p. 7
Services For Advisory Firms 1) Customized Search Assignments AMC works with your firm to build candidate profiles and creates targeted searches to ensure new hires are a seamless fit with your existing team 2) Deal Advisory Draw on AMC's deep understanding of the market and industry trends to ensure you're not overpaying for talent 3) Transition Management & Follow Up Whether you’re looking to add a single advisor or a team, we work to ensure a smooth transition and follow up at 30-, 60-, and 90-day intervals to make sure we’ve created a long-lasting connection p. 8
Services Consulting Services For Advisory Firms interested in acquiring talent AMC can work with you to: • Evaluate your Firm’s ability to add talent, and your overall readiness to do so • Walk you through the M&A process and provide guidance so you can avoid many of the common pitfalls • Identify potential partners or present alternative solutions, as needed • Create a plan to ensure continued growth and a smooth transition during and after onboarding p. 9
Process Our Search Process 1) Discovery AMC conducts in-depth interviews and discussions to determine the clients needs, values, strengths and weaknesses 2) Planning AMC and the client then agree on a timeline, develop a sourcing strategy, while clearly communicating our plan for engagement, so all parties are on the same page and working towards a common goal 3) Research & Assessment AMC uses its research and proprietary knowledgebase to identify candidates or firms that present an ideal fit. We conduct interviews and hold additional discussions as needed to gauge interest 4) Present & Place We then present the candidate or client, securing interviews and offering coaching and guidance as needed. Once an informal agreement is reached, AMC steps in and helps negotiate the terms of the final agreement 5) Transition & Follow Up Once the agreement is finalized, we assist the candidate/client in resigning from a current role and follow up at 30-, 60-, and 90-day intervals to ensure a smooth transition p. 10
Our Team Consultant Bios Roger T. Denha Founder & Principal Consultant Roger T. Denha is an experienced entrepreneur and financial advisor, having spent over 25 years building his advisory practice. At its peak, his book of business generated over $2 million a year in fees and commissions. He’s passionate about the industry and has dedicated his career to building connections and developing a broad network of advisors and advisory firms around the country. Roger holds an undergraduate degree from the University of Michigan, an MBA from the University of Detroit, and has completed post-MBA studies at The University of Pennsylvania’s Wharton School of Business. He is married with three children. 248-906-9642 roger@advisormatchconsultants.com p. 11
Co Contact Us Us Ad Advisor Match Consultants 700 N. Old Woodward Ave., Suite 300 Birmingham, MI 48009 E: info@amcon.com M: (248) 906-9642 O: (248) 865-1515, Ext. 102 12
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