Talent Office

Talent Office is an offering from Lead Advisor Consulting

Three Functions

Finding Talent

Finding talent for employee roles in your firm through sourcing and interviewing, keeping your team in its highest best use. We’ll use Lead Advisor’s followership aimed at wealth management talent career advancement.

Talent Strategy
Consulting

A Quarterly Consulting call with firm stakeholders to provide guidance on:

  • Talent Market Trends
  • Attraction and retention
  • Other questions and insights specific to firm needs

On call help for role building and compensation data.

Professional
Development Resources

A monthly resource sent for general leadership and communication skill-building. Firms can use in team meetings, or create study groups for additional professional development for their employees.

Features

  • Firm optionality on white labeling to advisors and branding
  • A third party firm to tell your story
  • Help with confidential hires
  • Limited firms in each market on the Talent Office Roster for 2026-2027 engagements.

Pricing Model

6-MONTH ENGAGEMENT
monthly engagement with no placement fee

Cost Structure:

  • Talent Office is priced on firm headcount, starting at $3,000 per month
  • Designed for employee hiring only