CONSULTING

Lead Advisor, LLC is an outsourced partner to wealth management firms of all sizes to grow their most important asset, their human capital.

Our perspective is shaped from the frontlines, spending our days with firm owners advising on support, scale and succession and/or discussions with talented professionals that are looking to make a move.  

Our consulting engagements range from talent attraction and development strategy to providing perspective on an immediate firm building decision.

Team analyzing firm attractiveness and career pathway development plans.

Talent Strategy

Firm Attractiveness and Process Reviews

Developing your firm’s “Career Pathways”

Succession Planning

Consultants reviewing compensation structures and conducting candidate interviews.

Tactical Role Specific Guidance 

Compensation research and structuring

Interview your final candidates before you make an offer

Team dynamics and internal moves mapping

Facilitator leading a firm retreat session focused on enhancing productivity and retention.

Professional Development

Creating talent development systems to enhance productivity and retention

Firm retreats creation and/or facilitation 

“Skip Level” meetings for leadership and partner feedback

One-on-one coaching session focusing on leadership development and platform evaluation.

1x1 Consulting and Coaching

Skill building for teamed advisors 

Leadership Development

Platform Evaluation