Corporations & Independent Agencies

Are you having difficulty in attracting quality Investment Advisors?


♦  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