Advisor recruiting
Sourcing and moving advisors by book size and fit with your platform.
- Fit criteria defined with you
- Warm, qualified introductions
- Support through the transition
For firms
Grow with advisors who actually fit.
For portfolio managers, dealers and acquirers who want more of the right advisors, without building and managing a recruiting team.
What we do
A recruiting and BD team, without the hiring.
We find the advisors and practices that fit your model, start the conversation, and hand you warm, qualified meetings.
Acquisition targets
Introductions to practices that are getting ready to sell.
- Succession-ready practices
- Early conversations, before they go to market
- Coordination through to close
Outsourced BDRs
Research-backed target lists, worked by our team on your behalf.
- Calls and email follow-up
- Meetings booked on your calendar
- The data itself is never sold
How it works
Built around your ideal advisor.
Define fit
Book size, region, business model and culture. What a great addition looks like for you.
Source
We build and score target lists, including timing signals like dealer changes.
Introduce
Our team starts the conversation and books qualified meetings with you.
Transition
We stay involved through the move, so good conversations turn into placements.
Questions
What firms usually ask.
You work with more than one firm. How do you handle conflicts?
With a written routing policy agreed upfront. Fees are on par across firms or fully disclosed, and when an advisor fits more than one firm, the advisor chooses.
Do you sell advisor lists or data?
No. Our research powers our team's outreach. The data itself is never sold.
Will you recruit advisors away from us?
No. Every client agreement includes a non-solicit on that client's existing advisors.
What size of practice do you work with?
Every size. We match books to the firms built for them, from smaller practices to large teams.
Let's talk
Tell us what a great advisor looks like for you.
We'll show you how we'd find them. We follow up within one business day.