SERVICES FOR FINANCIAL ADVISORY FIRMS

We can engage in a Targeted Calling Program to identify top advisors who would be ideal candidates to join your firm. We offer this service through a monthly retainer and on an ad-hoc basis.

Cultivating the next generation of advisors is near and dear to our hearts.  We believe in paying it forward and mentoring the next gen of advisors. Let us help you find emerging talent for your growing RIA or for succession planning.

Through our sister company, Registered CSA, we can find qualified Registered Client Service Associates for your advisor or team.  We have national coverage and can find exactly the right qualifications for your unique needs.