Lead Advisor is a wealth management collective that specializes in building firms, practices and careers.
We partner with ensembles, solo-practitioners and fortune 500 wealth management firms to provide time leverage, insights from the front lines and creative content when it comes to talent acquisition, leadership strategy and professional development. We also partner with professionals that are looking to upgrade their career within or into the finanical advice field.
Lead by two Certified Financial Planners, both with over a decade in financial planning management, we know that after client acquisition, talent acquisition is the most critical opportunity for growth in the profession.
Company Details
- Employees
- 7
- Founded
- -
- Address
- New York-Boston-, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.lead-advisor.com/
- Keywords
- Consulting, Growth Strategy, recruiting, wealth management, hiring, Recruiting, Wealth Management, Financial Services.
- HQ
- NEW YORK-BOSTON-
Lead Advisor Questions
Lead Advisor's website is http://www.lead-advisor.com/
Lead Advisor's LinkedIn profile is https://www.linkedin.com/company/lead-advisor-us
Lead Advisor has
7 employees.
View email and phone details for 7
employees at Lead Advisor.
Lead Advisor's industry is
Financial Services
Lead Advisor's top competitors are
Fidelity Investments,
Jpmorganchase,
Goldman Sachs,
Wealth Enhancement,
Leadadvisors,
Talentlink Solutions,
The Pontem Group, Llc.,
Financial Planner Recruiting, Llc,
Lead Advisor Llc,
Robert Half.
Lead Advisor's categories are Financial Services
Lead Advisor's founding year is 2020
