OUR 2026 PROMOTION

2026 Firm Builder Enrollment: Fractional Recruiting and Talent Consulting for Independent Firm

We are offering 20% off the membership fee for the first 26 NEW firms that enroll in our fractional recruiting and talent consulting service, “Firm Builder- Private Roster.”

Who is the Firm Builder – Private Roster Membership For?

  • Wealth Management firms that anticipate hiring or replacing 2 or more employees in the next 12 months.

  • Growing wealth management firms that need additional time leverage in finding quality talent.

How do you help firms in this engagement?

  • We source and interview candidates for various roles in your wealth management firm. 

  • On call to help the firm with compensation data, talent market trends, interview process and role descriptions.

  • Tell your firm’s story as a third- party entity.

How does pricing work?

  • Our membership fee is determined by the size of your firm.  Most memberships are 6 to12 month engagements.

    • Please set up a 15 minute call for pricing for your specific firm.

  • Membership firms have access to one of the lowest fee structures:

    • 50% off our standard fee structure

    • Fee spread:  We spread the placement fee over a six month period to help membership firms with cash flow.

    • Discounted T12 GDC placement fees in case of acquiring advisors with portable books.

What types of firms do you work with?

  • Our most common clients are:

    • RIAs,

    • Hybrid Firms

    • Practices in the independent broker dealer space

    • OSJ’s wishing to provide additional support to advisors/practices they serve

Testimonial:


"My team started working with Lead Advisor in the beginning of 2025, and they’ve been able to help us fill two roles that we’ve been looking to recruit for a long time. They took the time to understand our culture and our needs, and the candidates he’s presented have consistently been well-aligned with what we’re looking for. They're also quick to respond to our questions and the entire recruiting process has been smooth thanks to their collaboration."

-Shanelle Sua, CFP®, RICP®
Director of Recruiting, Development, and Training
Strategic View Advisors, Manhattan Beach CA