Since 1994, PRISM Wealth Management Recruiting has been a recognized leader in recruiting 

elite Financial Advisors in the Financial Services industry.​ 


With expertise in the entire Recruiting Life Cycle, Transitions and Marketing, we bring a rare depth and commitment to the industry focusing primarily on optimizing the Client/Advisor Experience. Our in-depth, consultative approach ensures that the unique goals of every client firm and advisor are not only met, but exceeded. 

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FINANCIAL SERVICES FIRMS

We assist REGIONAL, BOUTIQUE, INDEPENDENT and RIA firms create and implement winning hiring strategies that generates optimal advisor interest today, and in the future. Far more than just placing Financial Advisors with firms, we develop true partnerships with our Financial Services clients...elevating all aspects of the entire recruiting process.  Our clients' stories and offerings are delivered with a personal professionalism that consistently attracts those financial advisors in highest demand. 



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FINANCIAL ADVISORS

For 25+ years we've helped Financial Advisors find the right firm, the right model, at the right time. Combining our industry knowledge with a rare UNBIASED INSIGHT, we quickly establish the rapport and trust necessary to truly understand and support an advisor's vision. With more diverse business models and competitive offerings than ever, we provide CONFIDENTIAL GUIDANCE for every Financial Advisor to actualize their ideal business practice...attaining the level of freedom, support, and payout they deserve.

Services

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Recruiting

Our Recruiting Life Cycle approach results in a sustained, positive Client/Advisor Experience. From qualifying top advisors to negotiating complex deals to support post on-boarding, our guidance and expertise ensures every facet of the recruiting process is executed professionally and expeditiously. An advisor move is a reflection of our work, and we are committed to getting it right.

Marketing

Consulting on targeted local/national Marketing Campaigns, creating content and outreach materials, as well as implementing effective drip strategies, dramatically enhances our clients' visibility and advisor interest. Our vast, on-the-pulse knowledge of the rapidly changing Financial Services landscape helps our  clients message and win.

Transitions

We offer expertise in coordinating Transition best practices, refining all aspects of the process to ensure efficient, safe passage for on-boarding advisors.  Knowing how to advise clients and advisors through the critical transition period is imperative to both the advisors' and clients' long-term success.

Media & Promotions

Actively engaging in promoting clients on Financial Services forums and media, gains the necessary, favorable exposure to attract top advisors. We have experience in designing social media messaging and crafting effective press pieces to further our clients' best interests throughout the industry. 

Legal

Our experience in  partnering with leading Securities attorneys to protect/defend clients and advisors with transitions is of inestimable value. In an evolving Financial Services industry, actively exploring and preparing for all areas of potential legal issues is essential.

Contact

Whether you're a Financial Services firm positioned for growth 

or a Financial Advisor seeking new opportunities, 

we have answers. 


PRISM Wealth Management Recruiting

407.920.8212 info@wealthmanagementrecruiting.com

                                                                                      

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