2. Emerson separated the world into two parties, the Establishment and The Movement, the latter
representing the group who would drive progress by presenting new thoughts and ideas. We are
pleased that you have chosen this path and are confident we can help create a vision for
success. While many in our industry are focused on reducing quality in an effort to lower prices,
we support your desire to move in the opposite direction. It is imperative that we associate
ourselves with forward thinking firms as the more difficult tasks often lead to the most rewarding
accomplishments.
The team at Finetooth brings over 65 years of experience in Financial Services. Every consultant
brings a vertical of expertise that is necessary for your success, ranging from Practice
Management, Outsourced Recruiting, Market Research and Competitive Analysis. We are
excited to share your vision and look forward to working with you.
Ryan N. Shanks
Founder + CEO
http://www.linkedin.com/in/finetoothconsulting
Finetooth Consulting
3. + RIA
Cold
Calling Team
Prospective Project
Advisors Manager
This service has been developed to provide independent firms a recruiting resource that will focus solely
on their preferred locations and market requirements. Our objective is to develop and execute custom
growth strategies that incorporate the culture, revenue and industry requirements of each firm.
Finetooth Consulting
4. For RIAs, outsourcing can...
Lower costs by saving on benefits, employer
share of taxes, offices, and other organizational
overhead
Reduce operating leverage by trading the fixed
cost of an employee for the variable cost of the
contractor
Expand the labor pool
Help keep pace with rapidly changing technology
Provide access to new ideas and perspectives
Increase accountability
Finetooth Consulting
5. Our Team Corporate Experience
Industry Advisor Transitions
30000
22500
15000
7500
0
2007 2008 2009 2010 2011
Data sourced by Meridian IQ Jan. 2012
Finetooth Consulting
6. Q&A Outsourced Recruiting
What is the cost for your services? Fixed Costs: We charge an upfront project fee of $3,500 and monthly
retainer fees that range between $3,500 - $5,000. Variable Costs: We
charge a back-end fee upon a successful advisor affiliation that is
calculated at .06bps and/or AUM and 6% of T12 on non-fee based
business.
How many leads should I expect? We have an internal target goal of three qualified leads per month.
How long have you been recruiting Our team has over 65 years in the industry, 100% in the recruiting
advisors in the industry? space.
What is your website? www.finetoothconsulting.com
Who can I call about this service? Ryan Shanks, CEO
413.754.3254
ryan@finetoothconsulting.com
Do you provide references? Upon successfully vetting one another, we are happy to provide
references of current or past clients.
How long has your firm been around? The firm has been around since November 2006.
Can you help compare our payout grid We are happy to work with you to understand how your current payout
to the marketplace? structure compares with the marketplace and your peers.
Finetooth Consulting
