About Us

At NewGen Placement we are focused on putting advisors first by developing relationships, and providing objective information and tools. Our team strives to deliver an exceptional experience – disciplined, strategic and thoughtful – to advisors at traditional brokerage and independent firms nationwide.

Advisors are curious about how we work, who we work for and how we are compensated. We get that. The following answers some of the most frequently asked questions we’re asked.

It’s never too early to contact us. We are equally interested in speaking with you whether you are serious about making a move, or simply testing the waters about your options. We are happy to serve as an industry resource – always in strict confidence and without agenda or expectation. We want to be your trusted advisor.

It’s all about YOU. We get to know your business needs and your goals (business and personally) thoroughly before ever discussing potential firms.

We are completely objective. We do not accept retainer fees or work for any one firm so we can be entirely impartial and focus only on the best solution for you – which may mean staying put. With unique connectivity and standing in the industry, we offer access to the entire waterfall of possibilities.

How we are compensated:

If you are an advisor, we work with you at no cost. We are compensated by the firm you join.

While making an introduction to a firm is the least significant part of what we do, in order for us to be compensated for our work on your behalf, and for us to have a seat at the table as your advocate, guide and negotiator, we must be the one to make that introduction.