Lead-Advisor, LLC is a Wealth Management Collective with a specialty in building firms, practices and careers through talent acquisition and leadership development. Our clients stretch from Fortune 500 firms to independent RIAs to the solo-practitioner.
Whether it is working with a fortune 500 company to grow market opportunities or helping an entrepreneurial advisor with their first hire, we partner with clients to find talent and build high chemistry cultures.
With interacting with top practices and interviewing financial professionals everyday, we offer relevant advice in real-time through consulting engagements, study groups and special projects.
We provide free and premium content for firm leaders, employing advisors and job seeking wealth management professionals.
What is one way wealth management professionals should think differently about their next career move? Eddy Ricci, Jr., CFP ®, CEPA ®: Companies, practices, and people CAN
As a hiring firm, know that candidates are thinking beyond the role you’re currently hiring for. Eddy Ricci, Jr., CFP ®, CEPA ®: Chances are you’re
One word candidates should avoid saying in an interview ⬇ : Eddy Ricci, Jr., CFP ®, CEPA ®: “Honestly”… This pet peeve came from a mentor of
A few thoughts on strategic partnerships ⬇ : Eddy Ricci, Jr., CFP ®, CEPA ®: Abundant thinking is a key to long term success. Who can you
Lead-Advisor, LLC is a Wealth Management Collective specializing in building firms, practices and careers through talent acquisition and leadership development.
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