Recruiting & Transition

Our consultative approach to our advisor agent and advocate model, has made Advisorbox an industry leader for turnkey recruiting solutions. If you’re a producing advisor either on the retail or institutional side and the gatekeeper of your relationships, we offer you complementary yet comprehensive recruiting services.

We help brokers, RIAs, and advisors at IBDs explore and compare recruiting model and firm options and then navigate the process with you the entire way.

We’ve helped more than 1,000 advisors of all shapes and sizes with both W-2 and independent recruiting transitions over the years. We produce valuable free content to advisors through our Blue Papers and weekly Blue Paper Bullets. We’ve been around the block and know advisors are looking for (and need) more than just an introduction. We believe in the consultative, supportive, advisor advocate model because it works and it’s what our advisors prefer.

If you are actively exploring your options or just poised for a better opportunity we would love to speak with you. We can’t wait to learn about your business, goals, and preferences and share how we can help you open your potential through the right recruiting transition.