Research, Opportunities, Intel
Drive growth and maximize ROI with innovative recruiting & transition solutions
Kevin J. Lane, Managing Partner
M&K Biz Consulting is a relationship based consulting firm, comprised of an established network of quality candidates, as a result of working with and for industry leading companies over a 33 year career in Financial Services.
Our differentiation is in our process, which includes an authentic assessment of the company platform, extensive market share knowledge of retail distribution firm leaders, and a qualified business evaluation of both home office and distribution channel culture at major firms in the industry.
Our top three areas of concentration are:
- Broker Dealer or RIA assessment
- Firm platform and/or Branch Manager Marketplace Intel
- Strategic Consulting on building a recruiting brand and executing the recruiting strategy.
In today’s competitive environment for experienced leadership and sales talent, an unbiased evaluation of the best firms in the business is paramount for a strong candidate to consider when making a decision to transition. M&K Biz Consulting provides exceptional assessment and qualification of candidates’ business models and prior accomplishments. An in depth analysis and a personal face to face meeting are always prerequisites.
We will never work with a candidate that is looking to “leave for a check”, as we recognize the obvious in that candidates “positioning”. We collaborate with successful candidates who would consider an initial confidential conversation about an alternative offering. These conversations are commonplace based on the continuing changes in our business. Our initial step is identifying the candidates’ business model and growth goals to determine business alignment and culture fit to the potential new opportunity.
In addition to providing introductions of experienced advisor and branch managers’ candidate opportunities in the Independent Broker Dealer and Registered Investment Advisor (RIA) marketplace, M&K Biz Consulting also provides introductions in the regional life brokerage and career distribution channels.
M&K Biz Consulting is NOT a traditional headhunting firm. In addition to the services previously mentioned, for a nominal travel fee, M&K Biz Consulting is available to assist in joint work recruiting opportunities post hire to act as a resource for appropriate recruiting practices during transition. All candidates are directed to abide by the clauses in any non-compete or non-solicit agreement they may have and M&K Biz Consulting always recommends an attorney be consulted prior to making any final transition decision. Additionally, M&K Biz Consulting’s fee policy is extremely competitive and established on our commitment to being a relationship based consulting firm. Statistically, 72% of M&K Biz Consulting’s business is derived through inbound network referrals, validating that a quality reputation is essential in this business.
In partnering with successful entrepreneurs and institutions, M&K Biz Consulting recently recruited over 250 advisors and transitioned over $4.6 billion in assets under management, over the past 24 months.
“The measure of intelligence is the ability to change” – Albert Einstein
Develop the ability to change, but change for a greater purpose.
Love what you do, live for purpose and go long on life!
For an unbiased and in depth assessment on the competitive landscape, contact M&K Biz Consulting for a confidential discussion.
Background: M&K Biz Consulting Managing Partner – Kevin J Lane
Accomplished financial services leader with a demonstrated track record in delivering consistent revenue growth. Existing networks in the Independent Broker Dealer, RIA, Wirehouse and career insurance distribution channels. Established recruiting, management, sales and distribution consulting capabilities. Refined communication and relationship management skills. Kevin is also a fifteen-year supporter of the Wounded Warrior Program (WWP) - a leading non-profit organization committed to helping veterans who have been injured in combat create meaningful employment opportunities.
Key Competencies: Experienced Advisor and Branch Manager recruiting, Strategic Business Planning and Consulting, Financial transition deal construction, Market Development.
Contact Us
Kevin@mkconsultinggroup.net - 617-283-8753
M&K Consulting
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