Talent Attraction and Development for the Wealth Management Community.
We specialize in building firms, practices, and careers.
About Us
We know that after client acquisition, talent acquisition and team building will be most important to your firm. Lead Advisor was founded by two CFP ®s offering talent acquisition, consulting, and professional development. Our mission is to upgrade lifestyles, accelerate firm building, and advance careers in the wealth management community.
Talent Search
We build award winning teams for independent practices & Fortune 500 firms that know their people are their most important asset. Whether building enterprise value or running a lifestyle business- we find the talent you need.
Consulting & Guidance
Our perspective is shaped from front line discussions with practice owners and firm leaders or interviews with top candidates, every day. We provide expert guidance and fresh perspective on talent attraction, team dynamics, and employee development in the wealth management space.
400+
Candidates placed since the pandemic
10,000+
Consulting hours advising firms
Professional Development
We help wealth management professionals looking to make a career pivot through career coaching. We help wealth management firms provide additional coaching resources to their employees.
Content & Research
We provide relevant and “real time” content and research for our clients. Whether it is a study or a customized project, our data and insights originates from our daily interactions with growing firms and top talent.
“Lead Advisor helped us write the job description, they sourced and pre-interviewed the candidates so we didn’t have to and they guided us through every step of the interview process. They saved our team a ton of time and found us the quality candidate we were looking for. We couldn’t have done it with out them!”
Practice Owner in Schenectady, NY
Here are some of the independent and Fortune 500 firms that we’ve served:
Your firm exists to help clients grow their capital.
We exist to help grow your firm’s human capital.
The - DASH
Lead Advisor, LLC presents THE – DASH, a complimentary, monthly, email that highlights wealth management hiring trends and talent insights. The – DASH will keep growing professionals and wealth management employers “in the know” based on our conversations with firm owners and candidates throughout the month. There will also be monthly offers to subscribers in addition to the free content.