About Patrick "Pat" McEvoy

Pat's experience, spanning three decades, includes roles as a registered representative, product wholesaler, and corporate executive leader in roles of business development, marketing, and customer service. For the last 20+ years, he has been the CEO of broker-dealers for organizations like ING, The Hartford, and Ohio National (Augustar). This experience is critical in guiding and evaluating the plethora of options you have in navigating and finally arriving at a destination that will ideally fit your needs.

Why do I need a consultant or agent?

No professional, no matter how successful, does it alone. Michael Jordan and Tom Hanks use "agents" to assist in uncovering and negotiating opportunities. You are no less important. My experience allows you to leverage and access the knowledge I have developed over my career. This knowledge is critical in all aspects that go into evaluating a broker-dealer relationship, including considerations like technology, customer service, operations, and revenue levers, just to name a few.

How do I choose the right agent?

Your clients come to you when the risk of "going it alone" is too significant. Your clients come to you when they need someone who has "been there, done that, and navigated the road." Your clients come to you when they recognize that reaching the mountain top isn't the goal; it is traversing the return that matters most. That's what I do for you. My personal experience in these matters will ensure that you leave no questions unasked or unanswered. Ensuring the financial value of the business is paramount.

What are the important steps?

Let us begin with the end in mind. The approach is systematic. We start by meticulously identifying where you are now, what is working, and what is not. Is a broker-dealer change the right decision? Then, we work together to define what success looks like in the future. We consider what products, services, and skill sets best complement the vision of the firm you wish to transform into.

Will our conversation, and information I share remain confidential?

Absolutely! Your identity and business details will remain confidential throughout our engagement. The professional relationships I have developed over my career will ensure this. While this process is not easy, working with IAM is. Made simpler by simply sending me an email below. "Let's Talk"