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Transitioning an $800 Million Firm: A Female-Led Team Goes Independent

Transitioning an $800 Million Firm: A Female-Led Team Goes Independent

We’re looking back on some of the best advisor stories of the past year, beginning with Evans May Wealth, an $800 million practice that transitioned to the independent space in June.

We carried out the branding component of the Evans May transition as part of our partnership with Sanctuary Wealth, during the firm’s record-breaking run of $10 billion in growth in 15 months.



The Evans May Wealth Vision

Elizabeth Evans and Brooke May, leading wirehouse advisors, were both passionate about the prospect of building the Evans May Wealth brand on their own terms. It was clear that the excitement of leaving a restrictive environment depended in large part on our ability to bring their practice vision to life.

Understanding that the quality of their new brand and the timing of its deployment was to be crucial to the success of their transition, we implemented a step-by-step process that was aligned with Lizzie and Brooke’s transition timeline.

This meant working closely and confidentially with the team to ensure their vision was realized, while keeping project development to a rigid schedule and delivering all items in a timely manner.



The Transition to Independence

As a result, we launched a live responsive website and premium Evans May Wealth collateral to introduce the newly independent team. The materials we designed helped their clients form an impression that the move would strengthen the team’s ability to serve them.

In the following days and weeks, Evans May Wealth successfully transitioned their client base to the new Partnered IndependenceSM platform and began building growth organically.

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