Financial Services
Background
We recruit professionals who excel at advising, planning, and driving growth, aligning your firm with talent that can earn trust and deliver measurable results.
In financial services, the right hire doesn’t just impact your bottom line—it impacts your clients’ futures. We work with firms that value integrity, performance, and a client-first mindset, helping them hire advisors, planners, and leaders who can grow books of business while protecting the reputation of the brand.
Our recruiting process is designed to identify professionals who are comfortable with regulation, passionate about client education, and serious about long-term career growth. We look for those rare individuals who blend analytical thinking with strong communication skills and a service mindset. Whether you’re building a new office, succession planning, or scaling a high-performing team, we help you find people who can step in, contribute quickly, and grow with you.
Case Study
The Problem
Advisors with licenses but weak business development
Misalignment between your planning philosophy and advisor behavior
Limited “next-gen” leaders for future growth or succession
Our Solutions
In financial services, we focus on advisors and professionals who can actually build and retain a book of business, prioritizing prospecting ability and relationship skills over licenses alone. We screen for alignment with your planning philosophy and client-first values, while also targeting candidates with clear leadership potential so you can develop a strong bench for future growth.