Advisor
Recruiting
Guide

❝By making the calls and scheduling in-person meetings every week, a successful recruiter has their ear to the ground, learning what is going on in their markets, which firms are having issues, what office environments are vulnerable and which advisors are considering...❞

 

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Guide to Advisor Recruiting

Discovery Data offers a consolidated view of the financial
services industry with
40,000 firms and over 2 million professionals
including advisors, branch managers and owners.

 
 

Take a closer look at advisor profiles.

Access information on an advisor such as title, team, years in the industry,
prior firm history and number of registered states. Learn More

 
Rep Profile
 

Personal Profile
 

 

Licenses, Registrations and Designations

 

Titles, Professional Website and LinkedIn Profile

 

Success Likelihood Indicators
 

 

Firm Information, Email Address and Phone Number

 

Firm Registration History
 

 

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