Our Partners Are Here To Serve You
Our partners are also here to help you reach your goals and grow your business.
These award winning Merger and Acquisition experts are dedicated to helping financial advisors and
other small business owners value, grow, protect and plan for the transition of their business.
other small business owners value, grow, protect and plan for the transition of their business.
Specializing in conventional lending for financial advisors, Pinnacle’s team can assist with structuring and financing for full or partial book acquisitions, refinance of SBA loans, or seller notes.
True business growth architects, the professionals at WaddyFletch have tremendous experience assisting financial professionals in the areas of marketing and client acquisition strategies.
Combining technology capabilities, consulting services, and relevant content, Actifi provides expertise and insight to accelerate advisor success in five key areas: Accelerated Advisor Growth, Improved Advisor Effectiveness, More Consistent Client Service, Enhanced Advisor Leadership, and Strategic Success. Please Note: As part of your investment with What’s Next we provide access to the SuccessPro suite of tools. Please speak with your coach for additional details.
HBR was created as a result of our Ownership Team’s collaborations on the two sides of the Recruiting & Staffing coin. Their very diverse and opposing backgrounds lead to unique discussions on why Hiring Managers & Business Owners ultimately decide to hire or not to hire a Recruiter to help find employees! The results of these talks provided a strategic advantage when creating the HBR Business Model.
Since 2010, Principal/Owner, Todd Vroman, and Adesso Associates have been successful at helping business owners, executives and employees with making their communications more constructive and attaining the outcomes they desire from their interactions. This ultimately leads to greater employee engagement and productivity that positively impacts the bottom line.
Josie officially joined What’s Next at the beginning of the year and brings to our clients a valuable resource for better understanding, designing and getting the most out of your particular CRM. Her expertise extends across a number of platforms. She is truly passionate about assisting Advisors and their teams.
