The advisor relationship is one of the most consequential your organization has. We help you choose it, reset it, and keep it working.
Independent. We place nothing, we take no commissions, and we have no stake is whether you stay or go
WHERE ARE YOU?
We’re going to market
You’ve decided to run a search, or you’ve been told to. Here’s how we’d run it.
Something feels off, but we can’t name it
A free, anonymous read on one advisor relationship. Eight minutes, 25 questions, no contact information.
THE PROBLEM WE WORK ON
Every advisor relationship rests on three things — and they drift apart quietly, without anyone deciding they should.
Scoped
What the agreement says
Relied on
What you actually lean on
That gap is where nearly every advisor problem lives — and closing it rarely requires what everyone assumes it does.
Paid for
What the fee covers
HOW WE HELP
Strategic Fit
Selecting an advisor on how a team will actually work with you, not on how well. they answer a questionaire.
Relationship Reset
Repairing how the relationship actually runs — service, responsiveness, and quality of thinking, alongside scope, accountability, and fees.
Stewardship
Governance and regular reads on how the relationship is performing so it keeps delivering between renewals.
Training
Teaching a team to manage advisors, renewals, and contracts itself.
HOW WE THINK ABOUT IT
“Most of what looks like a Firm problem is a drift problem”
What was scoped stops describing what’s relied on, the fee stops tracking the work, and nobody notices until renewal. what has drifted is a different question from who your advisor should e — and it’s the one worth asking first.
“We aren’t a prisoner to a process.”
Most firms sell the process they run, so every problem arrives looking like an RFP. We start with the decision you need to make and build the process around it — a market search, a reset that keeps the advisor you have, or something narrower.
“You can’t win the chemistry game on paper.”
When a search is the right answer: read side by side, most proposals are had to differentiate other than scope and fees. Chemistry and insight decide whether a relationship works, and no document carries them.
WHAT YOU KEEP, WHICHEVER WAY IT GOES
Scope, reliance, and cost written down in one place
Criteria for a good outcome that you own, not your advisor
Governance that survives a change of advisor — or the decision not to
Visibility into fees, commissions, and compensation
A defensible answer on whether the relationship is delivering
A team better equipped to run this next time
WHY WE WORK THIS WAY
A selection or a reset should leave both sides better than it found them. That’s not a sentiment — it’s the test we hold the work to.
Organizations stronger
Clearer about what they need, and able to ask for it — whether or not anything changes.
Advisors better understood
A fair hearing, real criteria, and honest feedback most firms never get to hear.
The people in the middle
The benefits or HR lead carrying this on top of a full job. Making that work easier is much of what we do.
For advisors and brokers
Much of this work ends with the incumbent still in the seat and the relationship rebuilt. When it does go to market, a well-run process is a better environment for a strong firm than an unmanaged RFP. We’re neutral on who wins. We’re not neutral on whether the process is sound.
A docent guides. Points out what matters, shapes how you think about it, and leaves the decision where it belongs.
Interested to learn more?
info@docentpg.com * 832.244.8908