Service 03 - Recruiting
Find the advisors and leaders your firm needs next
Whether you are an advisor exploring your options or a firm seeking new talent, we make only the right introductions, and we stay with you from the first meeting to the final decision.
WHO IT IS FOR
Advisors considering a move
Advisors considering a move
Advisors considering a move
Whether you are a W-2 advisor weighing another wirehouse, regional firm or bank, or exploring the many versions of independence, we help you define a path.
Firms seeking new talent
Advisors considering a move
Advisors considering a move
Independent firms growing through recruiting or M&A are introduced only to advisors with the highest potential of becoming the right hire.
How an engagement runs
01. Understand you
02. Screen and introduce
02. Screen and introduce
We learn your unique value proposition, goals and expectations before we ever discuss options.
02. Screen and introduce
02. Screen and introduce
02. Screen and introduce
We thoroughly pre-screen advisors or firms, introducing only those who are qualified, motivated and aligned on values and goals.
03. Follow through
02. Screen and introduce
03. Follow through
For firms, from the first meeting until the advisor is hired. For advisors, every step until you find the right fit.
What is included
What is included
What is included
An unbiased advocate with deep knowledge of the industry landscape, always in strict confidence and without agenda or expectation.
What is included
What is included
- A confidential conversation, with no agenda or expectations
- Clear guidance on your options, from wirehouses, regional firms and banks to the many versions of independence
- Thorough pre-screening for candidates who are qualified, motivated and realistic
- Introductions only to the matches with the highest potential
- Follow-through from the first meeting until the hire is made
QUESTIONS WE HEAR
It is never too early. We are equally glad to speak with you whether you are serious about making a move or simply curious about you options.
Every conversation is held in strict confidence, and we get to know your goals thoroughly before we discuss any specific opportunity.
Both. We counsel advisors looking for a new home and recruit on behalf of firms seeking new talent.
Planning a sale or an acquisition? Start with a conversation
Williams Private Wealth Advisory & Consulting
1912 Mountain High Road, Wake Forest, NC 27587
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