Advisor Launch Lab
Igniting the Future of Financial Advisors
At Advisor Launch Lab, we’re not just solving a problem—we’re transforming the industry. Born in 2023 from the collaboration of a recruiter and a former advisor who met at a broker-dealer in 2016, we set out to address one of the financial industry’s most pressing challenges: Next-Gen Advisor success and retention.
Advisor Launch Lab
Igniting the Future of Financial Advisors
At Advisor Launch Lab, we’re not just solving a problem—we’re transforming the industry. Born in 2023 from the collaboration of a recruiter and a former advisor who met at a broker-dealer in 2016, we set out to address one of the financial industry’s most pressing challenges: Next-Gen Advisor success and retention.
Advisor Launch Lab
Igniting the Future of Financial Advisors
At Advisor Launch Lab, we’re not just solving a problem—we’re transforming the industry. Born in 2023 from the collaboration of a recruiter and a former advisor who met at a broker-dealer in 2016, we set out to address one of the financial industry’s most pressing challenges: Next-Gen Advisor success and retention.
Where Advisor Launch Lab Steps In
Our industry has a 92% failure rate. It’s shocking and avoidable.
Too many firms are losing talented young advisors within their first year due to poor fit, lack of support, and untapped potential. These issues are costly, time-consuming, and prevent growth. Additionally, many independent advisor practices face a unique challenge: they lose the resources for hiring and training new advisors that they once had in larger firms.
Advisor Launch Lab was created to help close the gap between the desire for Next-Gen talent and the reality of what those advisors need to be successful. We believe that hiring the right advisor is just the first step—the real key to success is creating an environment that fosters growth, development, and long-term success.
Our solution provides you with the tools to recruit, train, and retain the next generation of advisor talent. Partnering with a network of industry experts and experienced former advisors, we help you build a succession plan that ensures the continued success of your business. From recruiting to onboarding, our fractional training and development team stays with you to create custom training plans, helping new hires ramp up quickly and effectively.
By working with Advisor Launch Lab, you not only retain top talent but also save valuable time and resources. Together, we’ll build the future of your practice.
Where Advisor Launch Lab Steps In
Our industry has a 92% failure rate. It’s shocking and avoidable.
Too many firms are losing talented young advisors within their first year due to poor fit, lack of support, and untapped potential. These issues are costly, time-consuming, and prevent growth. Additionally, many independent advisor practices face a unique challenge: they lose the resources for hiring and training new advisors that they once had in larger firms.
Advisor Launch Lab was created to help close the gap between the desire for Next-Gen talent and the reality of what those advisors need to be successful. We believe that hiring the right advisor is just the first step—the real key to success is creating an environment that fosters growth, development, and long-term success.
Our solution provides you with the tools to recruit, train, and retain the next generation of advisor talent. Partnering with a network of industry experts and experienced former advisors, we help you build a succession plan that ensures the continued success of your business. From recruiting to onboarding, our fractional training and development team stays with you to create custom training plans, helping new hires ramp up quickly and effectively.
By working with Advisor Launch Lab, you not only retain top talent but also save valuable time and resources. Together, we’ll build the future of your practice.
Where Advisor Launch Lab Steps In
Our industry has a 92% failure rate. It’s shocking and avoidable.
Too many firms are losing talented young advisors within their first year due to poor fit, lack of support, and untapped potential. These issues are costly, time-consuming, and prevent growth. Additionally, many independent advisor practices face a unique challenge: they lose the resources for hiring and training new advisors that they once had in larger firms.
Advisor Launch Lab was created to help close the gap between the desire for Next-Gen talent and the reality of what those advisors need to be successful. We believe that hiring the right advisor is just the first step—the real key to success is creating an environment that fosters growth, development, and long-term success.
Our solution provides you with the tools to recruit, train, and retain the next generation of advisor talent. Partnering with a network of industry experts and experienced former advisors, we help you build a succession plan that ensures the continued success of your business. From recruiting to onboarding, our fractional training and development team stays with you to create custom training plans, helping new hires ramp up quickly and effectively.
By working with Advisor Launch Lab, you not only retain top talent but also save valuable time and resources. Together, we’ll build the future of your practice.
Our Approach
Building a Better Future Together
Leave Things Better Than You Found Them
We aim to make a lasting, positive impact on you and your team. By continually improving our processes and leaving a legacy in the next generation of financial advisors, we help elevate the industry.
Fail to Prepare, Prepare to Fail
Success starts with preparation. We believe in meticulous planning and hiring the right people for the right roles, ensuring every step of the launch process is set up for success.
Question Everything
Innovation comes from curiosity. We challenge the status quo, embrace diverse perspectives, and foster transparency to drive progress and inclusion in the financial services industry.
Radical Transparency
Open, honest communication is key. We believe in clear insights, ongoing feedback, and candid conversations to ensure a collaborative and successful advisor launch journey.
Success Should Be Fun
Work should be fulfilling and enjoyable. We celebrate achievements, encourage creativity, and promote a balanced work-life approach. While we take our mission seriously, we never forget to enjoy the ride.
Our Approach
Building a Better Future Together
Leave Things Better Than You Found Them
We aim to make a lasting, positive impact on you and your team. By continually improving our processes and leaving a legacy in the next generation of financial advisors, we help elevate the industry.
Fail to Prepare, Prepare to Fail
Success starts with preparation. We believe in meticulous planning and hiring the right people for the right roles, ensuring every step of the launch process is set up for success.
Question Everything
Innovation comes from curiosity. We challenge the status quo, embrace diverse perspectives, and foster transparency to drive progress and inclusion in the financial services industry.
Radical Transparency
Open, honest communication is key. We believe in clear insights, ongoing feedback, and candid conversations to ensure a collaborative and successful advisor launch journey.
Success Should Be Fun
Work should be fulfilling and enjoyable. We celebrate achievements, encourage creativity, and promote a balanced work-life approach. While we take our mission seriously, we never forget to enjoy the ride.
Our Approach
Building a Better Future Together
Leave Things Better Than You Found Them
We aim to make a lasting, positive impact on you and your team. By continually improving our processes and leaving a legacy in the next generation of financial advisors, we help elevate the industry.
Fail to Prepare, Prepare to Fail
Success starts with preparation. We believe in meticulous planning and hiring the right people for the right roles, ensuring every step of the launch process is set up for success.
Question Everything
Innovation comes from curiosity. We challenge the status quo, embrace diverse perspectives, and foster transparency to drive progress and inclusion in the financial services industry.
Radical Transparency
Open, honest communication is key. We believe in clear insights, ongoing feedback, and candid conversations to ensure a collaborative and successful advisor launch journey.
Success Should Be Fun
Work should be fulfilling and enjoyable. We celebrate achievements, encourage creativity, and promote a balanced work-life approach. While we take our mission seriously, we never forget to enjoy the ride.