How we think about it
We start with the decision you need to make, not a process we sell. Most of the time that means fixing what has drifted, not replacing your advisor. When a search is the right call, we run one that shows you how firms actually work.
“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 be — 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 hard to differentiate other than scope and fees. Chemistry and insight decide whether a relationship works, and no document carries them.
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.
Why we work this way
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.
info@docentpg.com | 832.244.8908
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