Financial Advisors  

It’s imperative to ally with the right recruiting partner. One who understands your goals and is fully invested in your success! 

We believe in honesty, integrity, and results.  Our team will partner with you and take the time to understand you and your practice.  It’s important we have a good understanding of your culture, expectations, and values. We understand that changing firms is a major event for you and your clients.  Recruitment partners are with you throughout the entire process 

Who we represent 

We are a national boutique consulting and recruiting firm that serves financial advisors transitioning to or from:

  • Wire Houses
  • Regional Brokerage Firms
  • Independent Broker-Dealers
  • Custodians
  • RIAs 
  • Asset Management Firms
  • Insurance Companies 

Opportunities to sell your practice 

Are you looking to sell your practice to a larger or up and coming firm? Our managing partners can assist you with your valuation and confidentially connect you with qualified buyers. 

Our firm was created on the premise that in order for a financial advisor to consider a move, they should know the options available to them in the marketplace. Calidad Talent Solutions’ management team has more than 40 combined years of recruiting experience for industry leaders, such as Morgan Stanley and UBS, and has worked with thousands of advisors. The firm’s consultative approach analyzes an advisor’s practice and needs and helps shape how their practice will look in the future. Advisors receive insider knowledge as to which platform is the best fit for them, deal negotiation, and a shortened decision-making process, which can save significant time and resources.  

 

Contact us today to discuss your firm’s recruiting needs 866-253-5020.