Talent Attraction and Development for the Wealth Management Community
Lead Advisor, LLC is a wealth management collective specializing in building firms, practices, and careers within the wealth management industry. Founded by two Certified Financial Planners with over 15 years of experience, the firm offers services in talent acquisition, consulting, professional development, and content and research. Their mission is to upgrade lifestyles, accelerate firm building, and advance careers in the wealth management community.
Since the pandemic, Lead Advisor has placed over 350 candidates, consulted with over 1,000 practitioners, and conducted over 15,000 interviews.
15+
Years of experience
350+
Candidates places
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 for Firms
Our consulting purview derives from front line discussions with practice owners 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.
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
Our consulting purview derives from front line discussions with practice owners 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.
1000+
Interviews conducted
15,000+
Practitioners consulted
Trusted By
Independent Firms & The Fortune 500
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.
