Lead Advisor

TAGLINE TBD: Building Stronger Firms Through Stronger Talent.

Talent Search

We build award winning teams for independent practices & Fortune 500 firms that know their people are their most important asset. Whether building enterprise value or running a lifestyle business- we find the talent you need.

Consulting & Guidance

Our perspective is shaped from front line discussions with practice owners and firm leaders or interviews with top candidates, every day. We provide expert guidance and fresh perspective on talent attraction, team dynamics, and employee development in the wealth management space.

Professional Development

We help wealth management professionals looking to make a career pivot through career coaching. We help wealth management firms provide additional coaching resources to their employees.

FPA Advantage

FPA members can save 20% across the following areas:

• Talent Acquisition & Recruiting 
• Executive Search 
• Advisor Recruiting 
• Practice Management Consulting 
• Organizational & Talent Strategy 
• Compensation Benchmarking 
• Succession Planning Support 
• Leadership Development & Coaching 
• Career Coaching 
• Employee Development & Retention Consulting 
• Hiring Process & Interview Consulting 
• Job Description & Role Structuring 
• Growth & Scaling Consulting for RIAs 
• Outsourced Recruiting & Talent Partnership Solutions 
• Professional Development Support 
• Team Workshops & Strategic Planning Sessions

Benefits

What are the benefits of using a specialized recruiting and consulting partner?

Benefits may include:

• Faster access to industry talent
• Reduced hiring friction
• Better hiring decisions
• Improved organizational structure
• Enhanced retention strategies
• Market compensation perspective
• Time leverage for leadership teams
• Better alignment between business goals and talent strategy
• Preferred pricing through FPA Association Membership