How RIAs and broker-dealers recruit financial advisors

Short answer

RIAs and broker-dealers recruit advisors by reaching them directly, an advisor's direct line is rarely public and they ignore generic outreach, yet a recruited advisor brings a valuable book of business. Sourced, direct outreach books the recruiting conversation. Wavis books advisor meetings.

Why advisors are the highest-value recruits

An advisor's book of business makes them extremely valuable to acquirers and platforms, so recruiting is relentless.

The reachability problem

Advisors' direct contact is rarely public and corporate channels are screened.

A repeatable motion

Source advisors, reach them directly, and book qualified recruiting conversations. Wavis runs it.

Frequently asked questions

How do RIAs recruit advisors?+

Direct, sourced outreach to advisors; Wavis books the recruiting meetings.

Why are financial advisors hard to reach?+

Their direct line isn't public and they ignore generic outreach.

Who recruits financial advisors?+

RIAs, broker-dealers and wealth platforms.

Related industries

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