Firms

There’s no doubt that the financial services industry is ever changing. We’ve seen the industry landscape expand, and the regulatory environment becoming more of a burden. We are currently in a “buyer’s market” whereby advisors are in the driver’s seat…and the competition for top talent is fierce.

All the more reason to ensure you are working with a partner that is fully invested in your firms success, with decades of experience our management team is a a partner you need.

Recruiting: Talented advisors are considering change more than they ever have in the history of the financial services industry. As trusted consultants to top advisors, firms rely on us to objectively educate all parties about the landscape of the industry and make the connections that will work best for their organization’s culture and goals.

Well beyond the introduction

Certainly, anyone can make an introduction. It’s our goal to ensure the right introductions are made—those that have the highest potential of turning into the right hires. That’s why we take the time first to understand your unique value proposition, your goals, and your expectations, and then work on your behalf to:

Thoroughly prescreen advisors, to find only those who are qualified, motivated, and have realistic expectations

We’ve helped build teams at:

Wirehouse Firms

Regional Firms

Banks

Multi-Family Offices

Independent Broker Dealers

Quasi-Independent Firms

RIAs

CPA firms, private equity firms or investors looking to enter the wealth management space

We’re available to discuss your recruiting needs.