Financial advisor recruiting solutions for financial, investment and wealth advisors.
- Experienced advisor recruiting
- New advisors
For employers and IBDs:
- Broker dealers
Mergers & Acquisitions
Connecting buyers with sellers and helping advisors merge and consolidate.
- Acquire a practice
- Sell your practice
- Merge your practice
- Regulations and requirements
Helping advisors with succession strategy, planning and plan implementation.
- 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.
- Competitive intel
Offering full-cycle and executive search tailored solutions and options.
- Full-cycle recruiting
- Executive recruiting
- Hourly, contingency and retainer options
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