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.
Below are some incongruencies we see on resumes that wealth management candidates need to fix ⬇ Eddy Ricci, Jr., CFP ®, CEPA ®: -“Successful at
“GROWTH” is the number one reason why candidates, in all fields, are looking to make a change. We know growth means different things to different
Below is a great response we heard recently while interviewing a candidate ⬇ “What has been the most helpful piece of feedback you have received,
Below are 3 reasons why an employer might be overlooking you after seeing your LinkedIn profile ⬇ 🔺 You don’t have one! This is a
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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