Transition Advice for Financial Advisors, Recruiting + Peer Benchmarking for Investment Firms
Finetooth is dedicated to the growth of financial advisors. Since 2006, our focus on independent business models and the needs of our clients have made us one of the most trusted consulting firms among advisors, RIAs, IBDs and clearing firms.
Our team of experienced financial services professionals is as diverse and dynamic as the firms and advisors we work with. Our collective background includes wealth management, financial planning, valuation, recruiting, and just about everything in between. We understand that changing broker dealers or acquiring advisory businesses is no small endeavor, and we are committed to providing our clients with a personalized, highly consultative experience.
Knowing the industry inside and out is our business. Helping clients make the most of their unique opportunities is our passion. We look forward to sharing that passion with you.
Ryan N. Shanks
Founder & Chief Executive Officer
Keywords: Financial Advisor, Broker Dealer Research, RIA, Investment Advisor, Business Consulting, Succession, Independent Broker Dealer, Ryan Shanks, Ryan N Shanks, Finetooth, Finetooth Consulting, FPA, Recruiting, contract negotiations, market research and analysis, relationship strategies, mergers, acquisitions, business growth initiatives, Peer evaluation, start-up consulting, succession planning, CPA/Attorney referral programs, broker/dealer evaluations, RIA formation, Recruiting, Investments, Financial Services, Longmeadow
Interview Q&A
How long have you been in business?
Two years.
What is your primary product or service?
Finetooth Consulting develops profitable business strategies for Financial Advisors, Registered Investment Advisors & Broker/Dealers. As a national firm, we are focused on business evaluations, practice consulting and succession planning.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I realized there was a void in the marketplace and wanted to provide a service unlike any other. I have managed national business development for two independent broker dealers; which gave me the insight into what was missing in this business.
How do you differentiate yourself from other businesses in your category and area?
I believe I do a lot of things different from my competition; but can't share my secrets.
How many locations do you have and do you have plans to expand?
Currently we are in one location, but serve our clients on a national basis. There is a possibility that we look to expand into several major metro regions over the next three years.
Provide detailed directions to your location
My business is not retail, so I typically meet with my clients, the financial advisors at their office locations.
What type of payments do you accept?
My invoices are paid by check.
Which areas do you service?
Our services are provided in all 50 states.
Who owns your company or runs daily operations?
I am the owner and ultimately the one responsible for operations.
What are your hours of operation?
8:00 - 6:00 EST