Knowledge and Experience You Can Trust
As a former financial advisor, branch manager and regional director at two firms , spanning three decades , Miller’s personal trepidation for “recruiters” was largely based on experience. Most recruiting firms do not fully understand your business. In fact, asking the question about a recruiter’s past work history can tell you a great deal about what level of service you will experience. At CLM Ventura , we get it. Why? Because Christopher Miller and many of his team lived and experienced your career for decades. Reflecting upon the many years of daily career challenges, our service model was created.
At CLM Ventura, our success is defined by our service to you. Getting the most out of your experience with us is our mission.
Some of the placement services we offer include:
- Team transitions (we specialize in large complex team transitions)
- Field leadership (BOM, CD, RD, etc.) and senior leadership transitions. We have proudly placed some of the best leaders in the financial services industry.
- Sole proprietor transitions
- Private wealth management transitions
- International advisor transitions
- Bank advisor transitions
- RIA rollup sourcing
- B/D to independent or RIA transitioning (we can explain the advantages and the differences in plain English)
- RIA to B/D or IBD transitions
- Consultation on contractually committed transitions (FA’s currently under contract as a result of an existing EFL or retention agreement)
- Legal and human resources referrals (we are constantly partnering with the best of the best in our legal referral network to give you the very best consultation available)
- Termination and U-4 / U-5 consultation
- Staffing consultation (we are constantly reviewing revenue per CSA ratios across the industry to assist you in your transitional staffing)
- Transitional economic comps (we are always on top of the best offers for your business)
- Expert witness testimony. Christopher Miller has served as an expert witness for both plaintiffs and respondents looking for experienced arbitration and trial testimony. Rates depend on the depth of testimony.
- NEW!!! Professional Sports, NCAA life coaching. Miller and his associates provide pragmatic life coaching consultation sourcing through his partnership with the NFL, NBA, and other organized sports teams. Leveraging his extensive experience on Wall Street, Miller and his partners provide sourcing for highly interactive turnkey programs designed to address the life balance, image and fiscal responsibilities that many athletes and teams face in today’s hyper sensitive media age. Drawing from the many parallels of high performing Wall Streeters, Miller’s team has partnered with a major institution to provide life changing image consultation. In today’s demanding world, that life balance is under constant scrutiny. Through CLM Ventura, Miller’s affiliated partners can arrange for very timely proactive team or individual life coaching by the leading athletic life coaches in the United States.
What separates us from the crowd?
Personal consultation with the advantage of firsthand experience is what separates us from most of our competition. While setting appointments and reaching out to people is a part of what we do, our strength is in our ability to fully understand and relate to the services you need in a transition. Having that “first hand” experience, Christopher Miller and his team are in the best position to negotiate on your behalf and provide you with the competitive edge you deserve in a move.
Our services come from many years of experience at many levels of the industry and our stated goal is to be the placement firm of choice, but we live by that creed knowing that cannot happen unless we provide you with execution that exceeds your own pursuit. As always, your placement fees are never charged to you as the transitioning client.