Empowering Financial Advisors
Make Informed Career Decisions With Expert Analysis
Our Story
Navigating the Evolving Landscape
Navigating the Evolving Landscape
Navigating the Evolving Landscape
Throughout our careers, we’ve helped advisors grow their practices, deepen client relationships, and achieve new levels of success.
We are deeply committed to keeping advisors informed about the evolving landscape and the importance of valuating their practice.
In this current market climate, top firms are paying premium prices for wealth managers to join their platform.
Unfortunately, when the market declines, these astonishing opportunities will vanish...timing is everything!
Where Values Meet Vision
Navigating the Evolving Landscape
Navigating the Evolving Landscape
The decision to explore new opportunities—or to stay where you are—is one of the most important choices you’ll make in your career. Our mission is to empower Financial Advisors and RIAs to make the best possible decisions by providing:
Objective Recommendations
We have no affiliations that could bias our guidance. We are independent and “firm agnostic.” Our team approach spans the entire industry—from wirehouses and regional firms to the independent broker-dealer and RIA space. We strive to represent your interests objectively and find what works best for you and your clients.
Industry wide expertise
Navigating the Evolving Landscape
We bring a panoramic view of the financial services landscape—from major
wirehouses and regional firms to independent broker-dealers and RIAs.
Our well-established industry relationships give us access to valuable,
behind-the-scenes perspectives on firm culture, competitive advantages, and
potential opportunities.
Trusted, Unbiased Support
Our mission is to equip you with objective insights so you can make the
best choice for your business, your team, and your clients. If that choice
leads you to remain where you are, we still consider that a success.
Terry L. Chase CEO & Founder
Terry L. Chase CEO & Founder
Former Regional & Divisional President, Senior Managing Director at Wells Fargo Advisors
With over 30 years of experience in the securities industry, I’ve built a career that spans virtually every facet of the financial advisory business. From starting as a $1M+ producing Financial Advisor to leading $1.4 billion regional operations, I have the unique perspective and expertise needed to guide advisors through critical career decisions.
Beginning a New Chapter
In this new chapter, I'm deeply committed and excited to bring my wealth of experience, focusing on transition strategies that will shape the future of wealth managers' careers.
My forward-thinking approach and dedication to fostering a collaborative environment will be instrumental in driving our success at TLC.
Bradley Dykes Executive Director
Terry L. Chase CEO & Founder
Bradley Dykes Executive Director
Former Complex Manager and Regional Manager at Morgan Stanley and Merrill Lynch
My career in the securities industry began as a Financial Advisor, then evolved into 24 rewarding years, leading 1,000 professionals and strong
management teams dedicated to achieving the financial goals of our clients. My team’s mission was always to do all we could to help our financial advisors be successful in achieving their clients' financial goals.
Embarking on a New Journey
I'm excited to leverage my rich background of leadership and expertise to help guide financial advisors in monetizing their business.
With a proven track record of navigating complex financial landscapes and delivering exceptional results, I'm now embarking on a new journey with the TLC team.
John Leadem Executive Director
Terry L. Chase CEO & Founder
Bradley Dykes Executive Director
Former Managing Director and Branch Manager at Wells Fargo
I've dedicated my career to empowering Financial Advisors across the country. Leading Financial Advisors and staff members across multiple locations earned my recognition as a Platinum Council Manager in 2012, 2013, 2016, and 2018–2022—a distinction awarded to a select group of managers for outstanding achievement and commitment to business excellence.
My earlier career included coaching and developing more than 25,000 Financial Advisors and teams at all levels of production.
Forging a New Path
My commitment remains steadfast to helping advisors make confident, informed decisions about their careers-always with integrity, and objectivity.
My mission is to ensure every advisor finds the right environment to thrive, grow, and serve their clients with excellence.
