Decades of Knowledge & Experience
Using our nearly 30 years of combined experience in wealth management recruitment, we tap into our extensive network to find the advisors, agents and executive leaders you need to grow your business faster. We take a proactive, win-win approach to recruitment, keeping our eyes and ears open for unexpected opportunities and untapped potential.
Here’s a sampling of the talent placements we conduct across the country:
Financial Advisors & Agents
Executive-Level Leaders
The 5-step process we follow to find the right people for your team
Our Talent
Recruitment Solution
1. Discover
We listen carefully to learn your goals, the type of candidates you’re looking for and the impact you want each one to have on your business.
2. Develop
We create a detailed recruitment strategy for you, looking for highly talented people with the competence, character and chemistry you crave.
3. Search & Screen
We use our vast national network — and knack for getting past the gatekeepers — to find and pre-qualify candidates in terms of skills, interest and fit.
4. Present
After a thorough vetting process, we submit well-qualified candidates for your consideration, adjusting our search as necessary.
5. Close
Candid discussions with both parties helps us decide next steps — everything from proceeding with references to negotiating the offer and handling counteroffers.