PRISM WEALTH MANAGEMENT RECRUITING

elite Financial Advisors in the Financial Services industry.​ With expertise in recruiting, succession planning, transitions and marketing, as well as mergers and acquisitions, we offer agnostic guidance and consultation to wealth advisors and brokerage/advisory firms in the W2, IND and RIA channels. Our exclusive clients and 300,000+ advisor network provide unparalleled resources to assist every wealth manager and firm achieve their unique objectives... We assist REGIONAL, BOUTIQUE, INDEPENDENT and RIA firms in creating and implementing winning hiring and acquisition strategies that generate optimal advisor interest today, and in the future. Far more than just placing Financial Advisors with firms, we develop true partnerships with our Financial Services clients...elevating all aspects of the entire recruiting and M&A process. Our clients' stories and offerings are delivered with a personal professionalism that consistently attracts those financial advisors in highest demand.....