Sam Briganti
Co-CEO & Founder, Successful OnBoarding | Financial Advisor Advocacy | 📱(402) 880-0920 | Now is the time
- Role
- Owner Founder at Successful OnBoarding, LLC
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Sam Briganti
Now is the Time.As Co-CEO & Founder of Successful OnBoarding, I bring nearly 30 years of experience partnering with successful business owners in the financial services industry. Our mission is to guide you confidently through evaluating your business today and planning for future needs. With a background spanning senior recruiting, leadership, onboarding, transitions, operations, and mergers & acquisitions at several of the industry’s top firms, we combine expertise and a genuine passion for helping financial professionals find success. We’ve proudly assisted 1,200+ financial advisors,$36B+ AUM, and $365M+ GDC to move toward more rewarding and prosperous outcomes. Our core specialties include:• Broker-Dealer & RIA Recruitment, Advocacy, & Placement• M&A Valuation and Monetization Strategies• Continuity & Succession PlanningAt Successful OnBoarding, we deliver the insights and support needed to elevate your practice and secure the best recruiting or M&A solution.Please contact me through LinkedIn, my cell number 40••••••20, s•••@successful-onboarding.com, or for a confidential discussion. Now is the Time.
Experience
Owner Founder
Jun 2023 — Present · Omaha, NE, US
I recruit, coach, and place financial advisors nationally who are seeking a new B/D or RIA relationship. Our experience spans almost 60 years combined, having placed over 1,200+ advisors and $36B+ in new assets. We partner with the best firms in the country representing innovative technology, robust and flexible advisory solutions, sophisticated practice management engagements, premium advisor support & service, and industry leading expertise. Contact me for a confidential 30-minute discussion. Now is the time.
Education
Metropolitan Community College
Business Management
1998 — 2001
University of Nebraska at Omaha
Fine Arts
1995 — 1997
Skills
- Consulting
- Mergers & Acquisitions
- Financial Services
- Relationship Management
- Management
- Process Improvement
- Series 7
- Leadership
- Leadership Development
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