Getting Real About Recruiting Advisors
Every advisor is unique. Their hopes, dreams, ambitions—they all vary. Their values? Not always aligned. And if you’re not careful, you can waste countless hours (and dollars) recruiting the wrong people.
That’s why I’m excited to sit down with Russ D’Argento, CEO & Founder of FINTRX, later this week to break down how powerful their data is for recruiting the right advisors.
We’ll cover:
✅ How to use FINTRX data to recruit advisors who truly fit your firm
✅ The best tactics I’ve used to help scale some of the largest wealth management firms in the country
✅ How firms are leveraging this intel right now to drive growth
✅ The role of third-party consultants—when they’re helpful and when they distance you too much from the right audiences and a proper sales channel
If you’re serious about building a team that actually fits—join me this Wednesday as we dive in.