As the driving force behind Advisor Outreach, Chris Meinsen leads our team with purpose and integrity. With over 20 years of experience in sales, operations, and scaling businesses, Chris brings unmatched expertise to every advisor transition. He is also a proud father to a great son, whom he hopes to one day pass the business on to—making this mission deeply personal and generational.

Chris’s Background & Expertise

• 20+ Years in Sales & Leadership: Before founding Advisor Outreach, Chris built and led sales and operational teams across various industries—spanning Kansas City, San Diego, Los Angeles, Denver, and now Tampa.
• Educational Leadership: For 16 years, he excelled in leadership roles within top tech-driven education companies—developing high-performing teams and initiating new programs.
• Solid Academic Foundation: Chris holds an MBA in Global Management from the University of Arizona, equipping him for international business and advisory roles.

Advisor Outreach: Growth & Proven Success

Under Chris’s leadership, Advisor Outreach has flourished:

• A Robust Pipeline: Our team speaks with hundreds of advisors every month, and we help over 20 advisor teams transition each quarter.
• High Satisfaction & Efficient Results: We often secure competitive offers—so efficient, in fact, that over 90% of advisors accept our first recommended firm, with transitions completed in just a few months.
• Nationwide Presence: With employees from coast to coast and a national footprint, Advisor Outreach provides broad industry insight with personalized service.
• Elite Team Building: Chris brings in the best people in the industry and is building a powerhouse team dedicated to delivering exceptional outcomes for advisors.

Why Advisors Trust Chris & His Team

1. Independent & Transparent
   Chris ensures that your best interests come first—he’s not tied to any one firm and will only recommend what’s right for you.
2. Expert Guidance at Every Step
   From discovery to negotiation and onboarding, Chris and his team provide strategic support—ensuring you secure the best compensation, tech platforms, and cultural fit.
3. Proven Track Record
   With decades of experience across industries and over hundreds of successful transitions, Chris’s leadership inspires confidence and delivers results.
4. Dedicated Advisor Advocacy
   Proud father and mentor, Chris infuses every decision with empathy. He acknowledges the emotional weight of transitions and prioritizes advisor empowerment and client wellbeing.
5. Strong, Long-Standing Leadership Team
   Chris and our Managing Director, Soch Chay, have worked together for over a decade—building trust, consistency, and unmatched coordination for our clients.

Ready to Take the Next Step?

If you’re thinking about changing broker-dealers—or even just curious about what’s possible—Chris Meinsen and the Advisor Outreach team are ready to help. We offer:

• Full, no-pressure discovery calls
• Expert evaluation of offers and firm-fit
• End-to-end support, from first conversation through post-transition success

“I get this privilege each time I help an Advisor or team move to a better broker-dealer or RIA… I find it very rewarding.” — Chris Meinsen

Connect with Chris today for a confidential conversation:

📞 813‑344‑2880
📧 [email protected]

Let Chris’s 20+ years of leadership and the Advisor Outreach team’s proven processes guide your next transition—with confidence, clarity, and results.