WEALTH MANAGEMENT SERVICES
For wealth management firms, revenue-generating talent manifests as financial advisors who can attract and retain high-net-worth clients. These advisors possess a wealth of knowledge in financial planning, investment strategies, and client relationship management.
By hiring these top performers, brokerages can expect to:
Increased asset under management: Experienced advisors attract and retain high-net-worth clients, leading to a growth in the firm's assets under management and a rise in revenue.
Enhanced investment performance: Advisors with expertise in investment strategies can help clients achieve their financial goals, leading to increased client satisfaction and referrals.
Stronger brand reputation: A team of skilled advisors elevates the firm's reputation and attracts new clients seeking expert financial guidance.
recruiter on demand
business consulting
exec // career coaching
Sales rep on demand
RECRUITER //
ON DEMAND
INQUIRE HERE
sales rep //
ON DEMAND
INQUIRE HERE
That's where a sales rep on demand program can help. This type of program provides businesses with access to a pool of experienced sales reps who can be deployed on an as-needed basis to help generate leads and close deals.
- The basics of financial planning and investment management
- How to build and grow a client base
- How to provide excellent customer service
- How to meet and exceed your sales goals
INQUIRE HERE
training
ADVISOR
- Comprehensive curriculum: Our program covers all aspects of financial planning and investment management, from retirement planning to estate planning.
- Experienced instructors: Our instructors are experienced financial professionals who will share their insights and knowledge with you.
- Real-world training: You will have the opportunity to gain real-world experience by working on case studies and interacting with clients.
- Networking opportunities: You will have the opportunity to network with other new financial advisors and learn from their experiences.
- Job placement assistance: We offer job placement assistance to our graduates.
Here are some of the benefits of our new financial advisor training program:
Are you ready to start a rewarding career as a financial advisor? Look no further than our new financial advisor training program. In this comprehensive program, you will learn everything you need to know to be successful in this exciting field, including:
EXECUTIVE // CAREER COACHING
What challenges can we help with?
HIRE US
- Setting and achieving goals
- Developing leadership skills
- Improving communication and interpersonal skills
- Managing stress and conflict
- Balancing work and life
- Transitioning into a new role
- Turning around a struggling business
- Launching a new product or service
- Merging or acquiring another company
- Leading through change
There's so much to learn, and it can be difficult to know where to start.
Our coaching services can help you navigate the startup process, from developing a business plan to recruiting agents to marketing your new brokerage. We can also help you develop a strong brand identity and create a system for generating leads and closing deals.
INQUIRE HERE
Starting a new RIA?
consulting
BUSINESS
firms helped to date
What we're most proud of:
85+
2.4 Years
candidates in our database
6,000+
1,000+
hires since our inception
average engagement length
"We have been able to hire several "A" players since we began working with Elanden."
“We didn't have a process or system down prior to working with the Elanden team. We grew organically but albeit, without a clear path or direction. We have been working with Elanden for the past quarter and the results have been outstanding. Nicole and her team do an amazing job at screening and getting prospects interested in our brokerage. We have been able to hire several "A" players since we began working with Elanden. Nicole and her team will give you constant feedback and updates along with giving you a great depth of market
intel, highly recommend them"
"Would highly recommend for any firm looking to partner with a recruiter"
- Miguel Pinto, CEO/Managing Broker, APEX Capital Realty
- Babak Gahvari, CFP®, AIF®, Managing Partner, Canter WealtH
"Working with Nicole, Austin, Michele, and the entire team at Elanden Advisors has been a fantastic experience. Everyone is extremely professional, sharp, and friendly. Would highly recommend for any firm looking to partner with a recruiter. We were skeptical at first because of
our previous experiences with other recruiters but as a growing firm we plan to use this team for all our hiring needs going forward."