Advisor Placement

We all know the grass is not always greener on the other side but if you need to check out the real estate and possibly make a move, CEO Capital (CC) has the expertise, experience and a complete understanding of the issues.

It goes without saying that leaving your current home is a very stressful venture and no one wants to move again especially in an environment of significant regulatory change where there is increased pressure to justify your value proposition to your clients and the public.

Finding a New Home

Our many years of experience heading up Dealers who were active recruiters combined with our experience running Advisor financial planning practices, provides a highly qualified resource for an Advisor (s) who is seeking a potential new Dealer partner who is more closely aligned with their vision.