Current Offerings for September 2023:

Take advantage of these limited time offers! Feel free to contact us with any questions. 

Private Research Subscription

Purchase an annual subscription ($600.00) to our Premium Content Series, "Private Research" in the month of September 2023 and receive a $600.00 credit towards concierge search services. 
Credit must be used before September 2024.

Career Strategy Session

Book a "Career Strategy" session before October 15th and receive a $250.00 credit. Career Strategy sessions are for professionals in wealth management that wish to understand the job market landscape and get personal coaching on their direction, resume, interviewing strategy and career rebranding.