Financial DNA [1]
Financial DNA Resources is a leading international Financial Behavior Consulting firm specializing in wealth mentoring, coaching, education, facilitation and business services. The firm’s suite of Business DNA Services helps businesses, particularly those in the financial services industry, enhance profitability and determine compatibility.

FP Transitions [2]
As one of the financial services industry’s recognized succession, valuation and acquisition consulting firms, FP Transitions helps independent registered reps, RIAs, CPAs and insurance agents manage the equity in their practice.

Schwab Advisor Transition Support [3]
Schwab’s Advisor Transition Support database contains quantitative and qualitative information on independent advisory firms.  Their database service helps buyers and sellers consummate compatible transactions.

Succession Registry [4]
Succession Registry is an online service that helps established practitioners to post and find employment opportunities as well as identify potential equity partners.

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