The Wealth Management Community
Building Firms & Careers
Lead-Advisor 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 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.
Consulting From The Frontlines
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.
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Support? Scale? Succession Planning?
Our Niche Is Talent Acquistion and Leadership Development for The Wealth Management Community