Beechmont Consulting Group (BCG) is a boutique recruiting and consulting firm specializing in the ultimate white-glove experience for high net-worth advisors, private bankers, and wealth management firms across the United States.  As industry-neutral consultants, we represent all wirehouse, regional, and RIA firms and are uniquely positioned to execute strictly on behalf of our clients.     

Paul Coughlin has been in the financial industry for over twenty-eight years specializing in private wealth management. He founded BCG in 2002 after recognizing a gap in the market for sincere and knowledgeable consulting. BCG has grown into a nationally recognized firm with San Francisco, Atlanta, New York, and Chicago offices.

What are the benefits of using a recruiter?

The role of a recruiter is to help you achieve that goal by guiding you through due diligence and exploration and serving as a negotiator and advisor in what can be a complex process. A standard in the industry, these services are available at no cost to you.

At Beechmont Consulting, we pride ourselves on taking a more consultative approach to help you achieve your goals. We objectively view your business from all angles to gain a clear understanding of your needs, goals, and even the frustrations you’re feeling. We ask the tough questions, then work to curate the dizzying array of options to define a focused, customized solution set that meets your specific goals. Ultimately, we streamline the overwhelming complexities and do all the heavy lifting, so you can continue to focus on running your business.

So whether you’ve just started to consider a change or have already been exploring options, we’re happy to answer any questions you have, without obligation and in the strictest of confidence. You can click here or call 212.269.2037.

 
How does Beechmont get paid?

If you move to a new firm, our fee is paid by the “acquiring” firm. It has no negative impact on the deal or compensation you will receive.

Am I obligated to do anything? That is, what if I ultimately choose not to move?

Our support and expertise are available to you with absolutely no obligation or expectation. We want to be a trusted resource and partner to you—no strings attached. And if we believe you will be best served by staying with your current firm, we will let you know and guide you accordingly.

What firms do you represent?

We are an independent entity and “firm agnostic,” covering the entire landscape—from the traditional brokerage, boutique and regional firms, to the entire waterfall of possibilities within the independent broker dealer and RIA space. Because we do not accept retainer fees from any firm, we can retain total objectivity. Our only mission is to find the right match for you and your clients—even if that “match” ends up with you making the decision to stay where you are.

I’m not ready to make a move - is it too early to start a discussion?

We speak with advisors who are likely never going to move, advisors who are just curious about their options in this ever-changing landscape, and advisors who are frustrated with one foot out the door. It is never too early – or too late – to start getting educated. No matter what position you’re in, we believe that getting educated about your options is crucial to your continued success and happiness.

Do you have geographic limitations?

No, we work with advisors and firms throughout the country.

I’ve just been terminated - can you help?

Our first piece of advice for a terminated advisor is, “Don’t panic.” Although you will need to move quickly and be proactive in protecting yourself and your clients, termination is not the end of the road. We will do our best to help you find a new home for you and your business.

How do I start the process?

If you’re ready to talk, click here to contact us or call 212.269.2037. We’re happy to answer any questions you may have—and there’s no obligation or expectation.