Madison Professional Group- Financial Advisory Recruiters

What are some of the things that impact your "Transition Deal"? Here are some key factors to consider: - Length of the note - Brokerage vs Fee based mixture of business - On platform vs Off platform assets - Technology - Growth trajectory - Profitability (How much money the firm can make off) If you are wanting to talk more about making a transition, please reach out and schedule with us. https://lnkd.in/dkyVFTk4 #TransitionDeal #Brokerage #Assets #Growth #Profitability

We're #hiring a new Licensed Financial Consultant. Apply today or share this post with your network. https://lnkd.in/dYeRJZs8

MPG Candidate of the week! If you are interested in connecting with them, please message us. #mpgcandidateoftheweek #jobopportunity #houstonassociate

Today's focus is on resources for recruiters and hiring managers. Enhance your interview process with these insightful questions to make it more engaging and less scripted for candidates: - What is something about you that we have not covered today that you'd like us to know? - If you could start a new project tomorrow - personally or professionally, what would it be and why? - What are a few questions that are in your mind that you may be unsure about asking? - What are some current trends in the market for our industry? Stay tuned for more questions for candidates to ask during the interview process later this week. Share the best questions a recruiter or hiring manager has asked you in an interview in the comments below. hashtag hashtag #Recruitment #InterviewTips

We have a national client in the financial services space looking for licensed Financial Sales Consultants throughout the San Francisco Bay area. This role requires licensing (series 7 & 66), experience managing a book of business and meeting with HNW clients (you do not need to transition a book). This is a great opportunity for individuals that are wanting to grow and take the book of business to the next level. You are converting existing clients to managed money. If you are interested in learning more and being considered for this opportunity, please click the link below to apply. https://lnkd.in/gd3i5S_5

Transitioning firms can be a tough decision to make. Calling clients, the extra work for staff, and learning new software can all be daunting tasks. But have you considered the alternative? Staying in the wrong place, giving up more revenue than you should, watching others find success, and waiting for improvement that may never come. It's a tough call, but sometimes the hardest decision can be the best one. If you're considering a move, let's connect and discuss your options. Please schedule through our scheduling tool. https://lnkd.in/gtxTDVaN #mpgfinancialrecruiters #financialadvisors #decisionmaking #newfirm

Putting off hiring? Don't worry, you are not alone. Many people hesitate when it comes to hiring new employees, and for good reason. It's important to consider factors such as cash flow, headcount, and the cost of onboarding. It's also understandable that you may not want to be distracted by the hiring process, especially if your team is already busy. However, it's important to ask yourself some tough questions before putting off hiring indefinitely: - What is the cost of not hiring someone? - How could your current team be more efficient, and where are these opportunities for improvement? - And finally, how will waiting to hire affect your workflow, growth targets, and personal and professional goals? By answering these questions honestly, you can gain clarity on whether coaching your current team to fill the gaps is the right choice, if waiting six months to hire is the best option for your team, or if the cost of not hiring is too great to ignore. Remember, taking the time to reflect on these questions can help you make the best decision for your business. If you are looking for help with your current hiring needs, please send me a message to schedule a time to connect. #mpgfinancialrecruiters #growth #hiring #recruiting #smallbusiness #mediumbusiness #reflection #businessgrowth

Hot job alert in throughout the San Francisco Bay area. Candidates MUST live in the area. We have opportunities in Walnut Creek, Palo Alto, Sunnyvale and Los Gatos. #hotjobs #mpg #licensed https://lnkd.in/g2igvRdP

A question we often encounter in our conversations with financial advisors is what does your succession plan look like? And we hear: I don't have a successor... I am not 100% sure how that will look. I have time. Everyone agrees. we have a bit of a talent gap with the next generation of advisors and the gap seems to be increasing with each passing year. How do the advisors reconcile with these critical issues? Here are some suggestions that we like to offer: - An arranged marriage in your current wirehouse sunset programs. This can be helpful but it takes time to find the right fit. - Find an external successor: If you are with a firm that does not offer an in house successor then you have to look outside of your pond. - Reach out to a recruiter, we speak with thousands of advisors, and we have a pipeline of individuals, firms, etc. that are looking for opportunities to purchase practices and they can offer customized options to meet your particular needs. If this sounds like something you would like to connect about, please message me. We look forward to working with you. #mpgfinancialrecruiters #successionplanning #purchasingpractices

Hot job alert in Seattle & Redmond Washington. Local candidates only please. #hotjobs #mpg #licensed