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We provide our clients with a customized  plan based on your circumstances and how others at your firm have obtained a Retention package, if applicable and at your level.

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Each firm is different in the way that they pay and the process by which to obtain. Essentially, Retention thrives on dislocation and instability within an organization. When there are many changes -- to payout or Management for example-- Advisors start to depart or raise their concerns. This is one example of when asking for Retention works beautifully. The other is when outside bids become so compelling, that Management needs to create programs to keep their headcount where they want it to be. You need to be armed with the right data in order to make your case, a key element of our service. We can guide you based on the successful strategies that other Advisors at your firm have employed.

 

Here is what you will step-by-step Roadmap which guides them through the process. It highlights the following:

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* How to begin the campaign

* Who to approach at your firm and what to say

* Who should receive emails and what to say in them -- and not say

* Building your case

* Meeting with Management and what to ask for at that crucial meeting

* Following up with Management 

* Papering the package with your attorney​

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