Choosing the right firm is one of the most consequential business decisions an advisor will make. The gravity of this move can get swept away as attention is brought to things like payout grids and signing bonuses. This is the primary reason we created the Feel, Fit, and Financials™ framework, to bring structure and clarity to this decision-making process.

This guide walks through the framework in the order it should be applied:

• Feel, the cultural and philosophical alignment with a firm’s leadership and vision
• Fit, the operational and technological compatibility that determines whether you can actually execute your business day to day
• Financials, the true net economic outcome once payout, fees, and long-term value are weighed together

Each section includes the specific questions to ask as well as the decision principle it ties to.

Our consultants use this same framework with advisors every day to curate firm options based on an advisors’ goals. This offers an unbiased evaluation process, and is the difference between a reactive move and an aligned decision.

Download the full PDF of the Feel, Fit, Financials™ guide here.