Conduit Advisors
HQ Address
Cherry Hill, NJ 08002, United States
Website Address
Relevant Regions
Business introduction
You & Us
Your Conduit To Optimising and Monetising Your FinServ Business
Our mission is simple we provide financial advisers freedom through optionality while acting as your conduit to monetise your life’s work and wealth advisory business through transitioning to a more appropriate broker-dealer, RIA and/or custodial platform, a full sale or partial sale of a minority stake to a strategic partner, connecting to acquisition capital, locating a best fit successor, or simply optimising your business/practice for maximum valuation.
Explore your options within the constantly expanding adviser-focused wealth management platform landscape guided by a team led by a seasoned FinServ and wealth management entrepreneur who is also an attorney by training.
Monetise your wealth management business and life's work through a consultation with Conduit while assessing the most appropriate approach to extracting value whether it be transitioning to another firm, locating a NexGen successor, selling your business, engaging in M&A or merely selling a minority stake.
Optimise your business and client offering via honing your differentiated value proposition, target marketing, strategic alliances, utilising a 21st century technology stack , infusing your offering with traditional and, possibly, alternative investments generating the highest risk-adjusted alpha for you and your clientele.
What is a Conduit?
A “conduit” is a person or thing that carries something from one place to another such as information, money or ideas. A means of transmitting or distributing (eg, a conduit of information). A way of connecting two people or organisations. Something that carries or moves information
Business Overview
Louis Hanna, JD - Founder and Managing Member
Throughout his personal and professional life, Louis Hanna, JD, the Founder and Managing Member been a conduit for competitive intelligence, strategic advice/relationships, and monetising financial services businesses with an emphasis on the wealth management and asset management sectors. Louis has approximately thirty (30) years of broad-based executive and entrepreneurial experience across virtually all facets of the financial services industry including wealth management, asset management, family offices, alternative/traditional investments, real estate and philanthropy.
Throughout Louis career, he has worked closely with financial advisers, ensemble groups, teams, enterprise groups, OSJs, broker-dealers, and RIAs in optimising, growing and monetising their businesses via transitioning to a new firm/platform, succession/exit planning, practice acquisitions, infusing differentiated traditional/alternative investments into their practice/offering, M&A, client acquisition and client/VIP social events.
Elliot Williams
Elliot has over ten (10) years of experience working with financial advisers in recruiting and transitioning their wealth management businesses to various broker-dealers, RIAs, and insurance marketing organisations while excelling as a top FA recruiter/transition consultant for Osaic/Royal Alliance, RBC and Lincoln Financial Network.
Customers
Our services to the wealth management landscape:
- Independent Broker Dealer
- Wirehouse
- Regional
- RIA
- Private Banking
- Family Office
Key Data
Year founded
2013employees
2-10offices
1Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
