Lead Advisor

Lead Advisor

Financial Services

A Wealth Management Collective specializing in building firms, practices and careers.

About us

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.

Industry
Financial Services
Company size
2-10 employees
Headquarters
NEW YORK-BOSTON-
Type
Privately Held
Founded
2020
Specialties
Consulting, Growth Strategy, recruiting, wealth management, hiring, Recruiting, Wealth Management, and Financial Services

Locations

Employees at Lead Advisor

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