Overview

• Founded in 2018 and headquartered at 921 Hillsboro Rd, Franklin, Tennessee, 37064-2015
• Operates as a sole proprietorship with 1 employee
• Founder possesses 20 years of industry experience as a top-producing financial advisor
• Specializes in recruitment for lean Registered Investment Advisor (RIA) teams where every hire critically impacts bottom-line results
• Focuses exclusively on identifying candidates with non-tangible qualities: sense of urgency, ownership mentality, confidence, and burning desire to succeed

Specializations

• Recruitment for Registered Investment Advisors (RIAs)
• Placement for top-producing financial advisor teams
• Strategic hiring for lean financial advisory firms
• Identification of candidates with critical non-tangible attributes: urgency, ownership mentality, confidence, and success drive

Services & Approach

• Recruitment leveraging 20 years of field knowledge in financial advisory industry
• Process-driven identification of game-changing employees for financial firms
• Strategic placement of hires that immediately transform firm capabilities
• Partnership to secure critical personnel described as ‘pearls of great value’ that differentiate firms