Co Connection Advisor Match Consultants | Firm Overview Q1 2020 - - PowerPoint PPT Presentation

Experience Creates

Co Connection

Advisor Match Consultants | Firm Overview

Q1 2020 | info@advisormatchconsultants.com

About Advisor Match Consultants

Overview

• p. 2

Advisor Match Consultants is a specialty recruiting firm that guides acquisitions, mergers, and partnerships between Financial Advisors and Advisory Firms.

Advisor Match Consultants (AMC) was founded by Roger T. Denha, an entrepreneur and former financial advisor with over 25-years of experience building a successful advisory practice and the practices of those around him. AMC’s goal is to find people and practices that share your vision. We

• ffer a comprehensive suite of services

designed to build and foster long-lasting relationships, including recruiting, deal advisory, contract negotiations, consulting services, and more.

Specialty Focus

AMC was built by a financial advisor with

• ver 25-years experience

and works exclusively with other advisors and advisory firms. Our singular focus means you won’t be competing for attention with an inexperienced recruiter or recruitment firm. About Advisor Match Consultants

Why AMC?

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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.

Deep Network

AMC has a deep network

• f distinguished advisors

and professional, established advisory firms around the country, developed over 25-years

• n the front line, making

AMC an ideal partner for anyone looking to grow their book of business.

Experienced Leadership

AMC’s founder, Roger Denha, has extensive experience overseeing or being involved with dozens of fellow advisors moving from one firm to

• another. His industry

knowledge and passion for success drives every search at AMC.

About Advisor Match Consultants

Our Core Values

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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

Services

Services Overview

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Deal Advisory

AMC is on the front line - We monitor the latest wire house deals and know what the independents are paying

Personalized Recruiting

AMC has a deep network of advisors and advisory firms, built over 25+ years in the industry

Consulting Services

AMC understands your business. More importantly, we help build the type of business you want

Contract Guidance

Is up-front money more important or is a higher payout right for you? We'll guide you through the process and help structure your deal

Find People and Practices that Share your Vision

Services

For Advisors

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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

Services

For Teams of Advisors

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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

Services

For Advisory Firms

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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

Services

Consulting Services

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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

Process

Our Search Process

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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

Our Team

Consultant Bios

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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.

roger@advisormatchconsultants.com 248-906-9642

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

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