Services

Financial Advisors

Financial advisor recruiting solutions for financial, investment and wealth advisors.

For advisors:

  • Experienced advisor recruiting
  • New advisors

For employers and IBDs:

  • Broker dealers
  • Independent
  • RIA

Mergers & Acquisitions

Connecting buyers with sellers and helping advisors merge and consolidate.

  • Options
  • Strategy
  • Acquire a practice
  • Sell your practice
  • Merge your practice
  • Valuations
  • Regulations and requirements

Succession Planning

Helping advisors with succession strategy, planning and plan implementation.

  • Options
  • Exit strategy
  • Plan development
  • Building and maximizing value
  • Taxes and estate
  • Sunset plans

Research, Sourcing and Screening

Human capital research, sourcing and qualified screening for a myriad of position titles for hiring firms.

  • Research
  • Sourcing
  • Screening
  • Competitive intel
  • Diversity

Recruiting

Offering full-cycle and executive search tailored solutions and options.

  • Full-cycle recruiting
  • Executive recruiting
  • Hourly, contingency and retainer options

Career Seekers

Helping quality career seekers find the right opportunity at the right firm.

  • Active, passive and poised candidates
  • Proprietary database submission
  • Job alerts
  • Becoming a financial advisor
  • Social media and newsletter