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.
Our Niche Is Talent Acquistion and Leadership Development for The Wealth Management Community
We are often asked by firm owners and COOs what the top wealth management ensembles do differently when it comes to acquiring talent. Here is
A simple reminder to candidates interviewing in the wealth management space: If you are interviewing for a position in a practice, your interviews and communication throughout
By Eddy Ricci, CFP – In our IQ! posts- we explore interview questions and take the perspective of both the candidate and the employer in
See what team member Michael Connaughton, CFP ®, Division Director- Wealth Management has to say about the trends of the industry today!