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.
How does your firm showcase and deliver on the six emotional drivers for candidates looking to join or current employees? Need for Certainty: predictable outcomes, security
Earlier this week Michael P. Connaughton, CFP®, CLU®, ChFC® spoke about wealth management talent acquisition and more on the Financial Planning Association of New England‘s
Here is some advice for recent college grads entering the workforce! Eddy Ricci, Jr., CFP ®, CEPA ®: You don’t have to figure out your
At the practice level, utilizing rotational programs can be a great way to attract talent. Eddy Ricci, Jr., CFP ®, CEPA ®: Rotational programs for recent
Lead-Advisor, LLC is a Wealth Management Collective specializing in building firms, practices and careers through talent acquisition and leadership development.
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