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Consultants Period, LTD

Consultants Period, LTD. Greetings from Stowe, Vermont. Small firms are getting shot, and big firms want predictability. Get Acquired or Get Fired. Firms large and small, are dumbing down their divisions to create Vanilla offerings. Firms will be mandating what types of products can be put into client accounts, challenging the lawyer/client privilege, if you will. Independence looms.”. Advisors’ books are pushing toward higher lending fees, approaching 15% of revenue in many cases.”.

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Consultants Period

Eric Gershman

298 M●●●●● Lane

St●●we , VT, 05672

UNITED STATES

1802●●●●9012

1802●●●●9946

eg●●●●●●●@aol.com

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Consultants Period

Eric Gershman

298 M●●●●● Lane

St●●we , VT, 05672

UNITED STATES

1802●●●●9012

1802●●●●9946

eg●●●●●●●@aol.com

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Joe Allen

Joe Allen

571 Sou●●●●●●● Street

St●●we , VT, 05672

UNITED STATES

1802●●●●6287

ja●●●●@pshift.com

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Consultants Period, LTD | consultantsperiod.com Reviews

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Consultants Period, LTD. Greetings from Stowe, Vermont. Small firms are getting shot, and big firms want predictability. Get Acquired or Get Fired. Firms large and small, are dumbing down their divisions to create Vanilla offerings. Firms will be mandating what types of products can be put into client accounts, challenging the lawyer/client privilege, if you will. Independence looms.”. Advisors’ books are pushing toward higher lending fees, approaching 15% of revenue in many cases.”.

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1 services

2 transitioning

3 begin your search

4 narrow your search

5 increase your offer

6 resources

7 about us

8 bios

9 feature

10 trends

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services,transitioning,begin your search,narrow your search,increase your offer,resources,about us,bios,feature,trends,client focus challenged,advisors joining management,lending grows,home offices growing,our office,confidentiality agreement

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Consultants Period, LTD | consultantsperiod.com Reviews

https://consultantsperiod.com

Consultants Period, LTD. Greetings from Stowe, Vermont. Small firms are getting shot, and big firms want predictability. Get Acquired or Get Fired. Firms large and small, are dumbing down their divisions to create Vanilla offerings. Firms will be mandating what types of products can be put into client accounts, challenging the lawyer/client privilege, if you will. Independence looms.”. Advisors’ books are pushing toward higher lending fees, approaching 15% of revenue in many cases.”.

INTERNAL PAGES

consultantsperiod.com

1

Transitioning | Consultants Period | A Financial Consulting Boutique

http://www.consultantsperiod.com/transitioning

Consultants Period, LTD. You are here: Home. Whether you’re considering a transition or would like more details on the process, pitfalls, and optimizing your probability of success, we offer links to articles designed to help along the way. Top Five Reasons Why Advisors Move. Choose A Type Of Firm. Can You Trust The Manager To Keep Quiet. What To Ask The Manager. Don’t Take a Meeting Without Reading This. How to Get a Deal. How Deals Are Paid. How Firms Value You. Get What You Deserve: Compare Your Deal.

2

Street Values Falling; Brokerage Firms Uniting on Deferred to Eliminate Departures

http://www.consultantsperiod.com/the-big-deal/street-values-falling-brokerage-firms-uniting-on-deferred-to-eliminate-departures

Consultants Period, LTD. You are here: Home. Street Values Falling; Brokerage Firms Uniting on Deferred to Eliminate Departures. Posted on December 30, 2014. Street Values Falling; Brokerage Firms Uniting on Deferred to Eliminate Departures. Firms are hitting brokers with Deferred scams, but you don’t have to accept the “gift.” Happy Holidays! Lulling Brokers to Sleep. It’s a Buyer’s Market. Fight for Your Money. 1) Syndicates of Brokers addessing management through Counsel,. 2) Calling for control over ...

3

Firm | Consultants Period | A Financial Consulting Boutique

http://www.consultantsperiod.com/firm/bios

Consultants Period, LTD. You are here: Home. Norman Gershman, Chairman. Norman H. Gershman is one of the Street’s most famous search professionals. A legendary broker in his own right at several of Wall Street’s storied firms; he began Consultants Period in 1980 as a firm that would offer a fresh and consultative approach to Financial Advisors. Eric W. Gershman, President. Roger Dean Gershman, Senior Partner Managing Director. Roger joins the firm amidst a long and distinguished career as an elite Financ...

4

Advisory Services | Consultants Period | A Financial Consulting Boutique

http://www.consultantsperiod.com/services

Consultants Period, LTD. You are here: Home. More Due Diligence on Your Needs. More Partnership with You. For over 30 years, representing the Street’s top teams has been our only business. Since we work in the exclusive interest of Financial Advisors, not the firms, Advisors pay us a (real estate comparable) fee upon the closing of the deal. Our fee is based on the total deal we are able to command for you in the marketplace, ensuring our mutual interest. Negotiating a complete financial package.

5

Increase Your Offer | Consultants Period | A Financial Consulting Boutique

http://www.consultantsperiod.com/transitioning/increase-your-offer

Consultants Period, LTD. You are here: Home. Ready to get the most out of your transition? The articles linked below should help. Time Your Move Around These Factors. How and When do You Tell Your Team. What to Say to Clients. Avoid These Transition Pitfalls. How to Resign from Your Firm. Call us days, nights, or weekends at 802-253-2901 or email us any time at [email protected]. 515 Moscow Road, Stowe, VT 05672. 529 Commercial Street, Suite 300, San Francisco, CA 94111. Ralph Graner and Tasha Wallis.

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consultantsperiod.com

Consultants Period, LTD

Consultants Period, LTD. Greetings from Stowe, Vermont. Small firms are getting shot, and big firms want predictability. Get Acquired or Get Fired. Firms large and small, are dumbing down their divisions to create Vanilla offerings. Firms will be mandating what types of products can be put into client accounts, challenging the lawyer/client privilege, if you will. Independence looms.”. Advisors’ books are pushing toward higher lending fees, approaching 15% of revenue in many cases.”.

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