Solutions for Wealth Management Firms

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With contingency contracts, we take the time to understand your firm and ideal advisor. We will create a comprehensive profile that highlights your value proposition and key differentiators in the marketplace, as well as your geographical areas of focus.  Our contingency agreements are success-based, which means you only pay our fee only when your firm hires one of our candidates.

Cultivating emerging and junior advisors is near-and-dear to our hearts.  We do this by matching the next generation of talent with experienced advisors and teams. Let us help you find emerging talent for your growing team or firm, or for succession planning purposes.

Need a Registered CSA? No problem.  Will will source and vet qualified, Registered Client Service Associates and bring you the most qualified for your needs.  We have national coverage and can find these qualified candidates coast-to-coast.