We Catalyze Change for Firms
Growth requires more than just ambition—it demands a clear strategy and expert execution. We work with firms that are ready to grow through acquisition, attract advisors to move their practices to your firm, or add next-gen talent.
The Catalyst team engages in three ways:
Consulting services to ready your firm for recruiting.
Retainer-based outsourced of your recruiting pipeline management.
Success-fee placement opportunities.
Getting ready for recruiting
Outsourced/Fractional Recruiting Support
Once the groundwork is set, we help organizations create and execute a targeted recruiting strategy. From crafting LinkedIn and email campaigns to developing a list of potential recruits and key industry events, we provide a comprehensive plan for attracting the right advisors to your firm. We can also develop and manage your recruiting pipeline. Working on a retainer basis, we execute the various marketing campaigns, source and vet candidates, and operate as an expansion of your internal team. We’re with you every step of the way—from initial contact to successful onboarding—ensuring your recruiting efforts lead to lasting growth.
Candidate Placement
When we work with an advisor, we offer them a bespoke suite of potential options. By sharing your firm’s value proposition with us and with a signed recruiting agreement established, we can keep your firm in mind and serve up candidates to your firm when we find the right match.
Our advocacy continues past the placement.
At Catalyst, our commitment doesn’t end with a successful placement. We are happy to share our network of resources with you, including firms that specialize in recruiting support personnel for your firm. We also operate the Advisor Launch Lab, helping you to onboard and train up your next-gen talent. Your success story is just beginning, and we’re here to help your firm lead in a competitive market.