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.
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.
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.
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