Corporations & Independent Agencies
Are you having difficulty in attracting quality Investment Advisors?
Why?
♦ Because your reputation is in question?
♦ Because your Investment Advisor offering is not well known or understood?
♦ Because your competitors are offering outlandish transition packages?
♦ Because you don’t offer enough in the way of fee-based or portfolio managed platforms?
♦ Because your Regional & Branch Managers are not adept at time management which is required for recruiting?
We offer you…
♦ An examination of your position in the marketplace
♦ An examination of your offering and how to direct it to the best target audience available
♦ How to bring an understanding of corporate needs to the recruiting table
♦ Manager training in the pursuit of new hires
♦ Fully vetted candidates for your consideration