Industry Insights

Video Blog

  • Are You Paying Your Top Performers Enough?

    Top performers should not be compensated according to the value of mid-level talent. Here’s what you should look at, instead. View Open Positions Schedule a Consultation When firms look at what they should be paying their […]

  • For Candidates – Resignation Prep Video

    Our team places top talent with wealth management focused RIA’s and Multi-Family Offices nationwide View Open Positions Schedule a Consultation This 12-minute video will help you create a smooth resignation process. We are pleased to offer […]

  • The Pros and Cons of a Contingent Vs. a Retained Search

    We’re answering another common question today about whether a contingent search model or a retained search model is better. Here are the pros and cons of each method. View Open Positions Schedule a Consultation Should you […]

  • For Clients – Client Interview Prep Video

    Our team places top talent with wealth management focused RIA’s and Multi-Family Offices nationwide View Open Positions Schedule a Consultation This video provides quick tips for hiring managers to ensure an effective candidate interview. We are […]

  • How to Deal With Salary Negotiations During an Interview

    Today we will provide you with key information about how you can really make the most of negotiating your salary. View Open Positions Schedule a Consultation When an interviewer asks you a question to the effect […]

  • For Candidates – Your First 30 Days

    Our team places top talent with wealth management focused RIA’s and Multi-Family Offices nationwide View Open Positions Schedule a Consultation Prior to your start date, review this video designed to accelerate your on boarding process and […]

  • What to Look for If You’re Hiring a Chief Operating Officer

    Keep these key traits in mind during your search for a Chief Operating Officer. View Open Positions Schedule a Consultation If you’ve decided to hire a Chief Operating Officer (COO), there are a few things you’ll […]

  • For Clients – Winning the War for Talent Video

    Our team places top talent with wealth management focused RIA’s and Multi-Family Offices nationwide View Open Positions Schedule a Consultation To secure and retain top talent in your organization, review these specific tips for successful candidate […]

  • Legal Series, Part 2: The Fair Pay Act

    In today’s second installment of our legal advice series, I’ll discuss the new law that’s rolling out across the nation: the Fair Pay Act.View Open PositionsSchedule a ConsultationToday’s topic is the second part of my new […]

  • Making the Transition From Public Accounting to Private Wealth

     Transitioning to the private wealth industry is a big step for any public accountant, but these certifications will give you an edge toward success. View Open Positions Schedule a Consultation Welcome to another episode of our […]