Ms. Hausmann joined Fusion Financial Partners in January of 2018 as the Executive Director of Business Development.

In addition to leading the RIA Launch division of Fusion, Megan is also responsible for firm-wide marketing/social media implementation, strategy, and operations as a member of our leadership team based in Carlsbad, CA. 

Full feature story available here.

Megan Hausmann spent the first twelve years of her career working for a boutique executive search firm in the small beach town of Encinitas, CA, where she led the Wealth Management Recruiting Practice for the last five years of her tenure there. As the industry was continuing to favor the fiduciary world, and movement to the RIA space was hitting record rates, she decided it was time for her to become a part of the movement instead of watching it pass in front of her. In December of 2017, after much deliberation and reflection, she said goodbye to her long-time mentor and colleagues to join a burgeoning start-up consulting firm led by long-time industry executive, Mike Papedis.

With the experience of being a part of the small businesses’ executive team (she was the second hire made by the recruiting firm’s owner and was a major driver of its growth – up to 15 employees at one point) – she has quickly become an integral part of Fusion Financial Partners’ ongoing growth and strategy development, earning her a promotion to Partner!

Megan’s consultative approach to recruiting in the otherwise transactional environment of financial advisor recruiting is a natural fit for the agency approach that Fusion deploys in supporting their advisory teams through transitions into the RIA Space. And finally, as an independent contractor herself, now she is on the same side of the fence as her clients, and her passion for true independence shows!

“We’ve been watching how the IBD/RIA space has been growing at an incredible rate while the wirehouses were showing declining growth year over year since 2008. While I could direct advisors to many of the esteemed firms in the space, I didn’t have the ability to be their true consultant because of the perceived sense of bias in a recruiter-advisor relationship. Now, with the knowledge and experience of over 125 years of experience amongst the Fusion team, I can offer prescriptive advice with supporting the advisor’s vision as my top priority.  I am truly their unbiased agent for exploring the space and making key decisions.”

Fusion’s purpose is to provide expert strategic guidance and definitive project management services to select wealth advisory firms to help them achieve their dreams of RIA launch, growth, or to maximize enterprise value. We provide a full lifecycle solution to advisors who are part of the fiduciary movement – from due diligence and transition management to growth services and monetization strategies including both buy and sell-side M&A services.

“All of a sudden, every door is open to me. I used to turn away business when advisors asked me for guidance on creating a succession plan or M&A, not to be mention organizational health and organic growth strategies. Now I have a solution for the entire lifecycle of an advisory firm, including being their trusted guide on their expedition to the RIA world [And I am surrounded by some of the industry’s most highly revered executives, from whom I have already learned an enormous amount].”

For inquiries, please contact Megan at mhausmann@fusionfinancialpartners.com.