© 2022 - Lead-advisor.com | Lead Advisor, LLC
Talent Attraction and Development for the Wealth Management Community
Our Services
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 for Firms
Our consulting purview derives from front line discussions with practice owners 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.
Content & Research
We keep practice owners and firm executives close to hiring trends, compensation data and creative firm building insights. We provide free content, premium research and customized projects for our clients.
Why Our Clients Choose Us
Our Mission
To upgrade lifestyles, accelerate firm building and advance careers in the wealth management community.
Our Success
We have placed over 350 candidates, consulted with over 1,000 practitioners and conducted over 15,000 interviews since the pandemic.
Our Team
Lead Advisor, LLC was founded by two Certified Financial Planners, both with 15+ years in wealth management.
Trusted By
Independent Firms
To The Fortune 500
