Nathan advises owners of RIAs and financial advisory practices on the critical team, book and growth decisions that materially change the business. The thread through all of them is building a team their clients trust as much as they trust the owner. He built and ran his own practice from 2006 to 2024, took over two advisors' books along the way, and had seven offers when he sold it.
An owner of an established financial advisory practice with a consequential decision in front of them and the authority to act. The signals: there's a timeline attached, someone is waiting on an answer, a book is changing hands, or the owner knows the current structure can't simply continue.
An owner whose main need right now is lead generation or marketing, or an advisor who doesn't have the authority to act on a decision about the practice.
The hire, the associate who isn't carrying client relationships yet, who should own which clients.
Getting the team ready for a book coming in, protecting client relationships through the handoff, or preparing the practice and its clients for an eventual sale.
What the practice needs to become next, and what has to change in the team for that to happen.
He learns where the practice is and what they're deciding, and tells them plainly whether and how he can help. With the owner's consent the call is recorded and a copy sent to them; what they share stays confidential.
I'll take it from there, and I'll close the loop with you that we connected. What the owner and I discuss stays between the owner and me unless they want otherwise.