Wealth Management Recruiting
Succession consultants help advisor practices plan for ownership transitions. We recruit professionals who design and implement succession plans that protect client relationships and firm value.
Valuation
Practice Assessment
Transition
Client Migration Planning
30 Days
To Qualified Shortlist
Every day a Succession Planning Consultant position stays open, your organization loses ground.
70% of financial advisors lack a formal succession plan — creating massive business continuity risk
Consultants must navigate valuation, deal structure, client transition, and cultural integration
Finding consultants with both M&A expertise and advisor practice management knowledge is rare
We recruit succession planning consultants with advisor practice transaction experience, valuation expertise, and the relationship skills to guide advisors through successful transitions.
Our fees are significantly lower than traditional staffing firms, and our focus is immediate — no drawn-out timelines, no inflated markups, no revolving door of candidates. You get a dedicated recruiting partner laser-focused on filling your role with the right person, fast.
Every candidate undergoes credential verification, behavioral interviews, background checks, and reference validation before you see a single résumé.
One point of contact who learns your organization, culture, and requirements — no hand-offs, no wasted time.
Our process delivers a qualified shortlist fast — without sacrificing the due diligence that protects your hire.
A proven, four-step process designed for speed and precision.
We learn your organization, culture, and exactly what this hire needs to look like — technically and culturally.
Our recruiters activate confidential networks, referral channels, and specialty pipelines to build your candidate pool.
Candidates are screened through structured interviews, credential checks, and reference calls. Only the best reach your desk.
We support offer negotiations, start-date logistics, and onboarding coordination to ensure a smooth transition.
Request a complimentary search proposal. We'll outline our approach, timeline, and investment — no obligation.
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Founded by Sophia Pettey, JD, LL.M., MBA
