Recruiting the Top Advisors in Financial Services

If you are thinking about making a move to a new firm, you require a proven process to complete the due diligence so you can move efficiently and with confidence.

This is the most important business decision in your life.

Let me share my 25 years of successful recruiting with you and your team. With my extensive knowledge, you will learn how to:

  • Assess the industry landscape

  • Position your business for success

  • Evaluate available opportunities

  • Help negotiate the best offer

  • Support your transition to a new firm