Adviser First Partners

Purpose.

Adviser First Partners is the industry's first and only fiduciary solution using innovative weighted compatibility standards built by psychologists to match financial professionals to broker-dealers, hybrids, RIAs and other financial institutions.

We deliver a new and exciting approach to addressing issues which impact growth and efficiencies within your business, an approach which grants you anonymity and control of your engagement and business choices.

About us

Our why?

Most firms should be nauseated at the foolish price tag of extending a finder's fee of 6-10% of an adviser's annual revenues to recruiters who consistently produce lousy results. These expenses, combined with shrinking margins, benefit firms that have scale and capital. We set out to improve this for everyone. We took a fiduciary approach by creating full transparency, eliminating all placement or finders' fees and jettisoned all conflicts of interest. No other service has done what we are doing. Advisers register for free and firms pay a minimal subscription, which levels the playing field and fosters greater competition. Along with the industry's first and only weighted compatibility matching process developed by psychologists, we offer advisers anonymity during their research process. Our unique approach has wiped away the need to conduct business the "old-fashioned way".

Our Services

What We Provide

What We Do

We provide anonymous, free and unlimited access for advisers to numerous potential business solutions through a controlled, simple to use, private platform. We believe that eliminating the middleman allows the adviser to completely manage the process, engage with potential like-minded partners to address their professional objectives and concerns.

How We Do It

First, the financial professional creates a confidential profile by answering questions regarding their business model, goals, preferences, and concerns. Next, we utilize a psychologist developed compatibility algorithm that matches financial professionals and profiles gathered from subscribing financial firms. Lastly, we compile and deliver a summary of the matches to the financial professional with no bias, no pressure. The final step is to privately research the potential firm matches and decide on the next action.

Solutions

Regardless of scale, we level the playing field for EVERYONE. We are a pure fiduciary with complete transparency, receive no soft dollar arrangements or incentives for endorsing firms. Since firms pays a nominal subscription, all fees to recruiters and headhunters are ELIMINATED. Since these expenses no longer exist, both sides benefit in considerable savings through expense offset and improved transition support.

Business Development

For those with limited time or resources, we can help in designing and drafting a disciplined and efficient business development process. We deliver the roadmap necessary to implement a step-by-step strategic growth operation for your business. Please visit the White Label & Principal/Agent tab to learn more about additonal services including Project Management solutions.

WHY YOU SHOULD UTILIZE