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Define your ideal advisor profile

Help us understand your firm, target economics, and ideal candidate profile to deliver qualified advisor prospects.

1 Firm & Contact Information
2 Firm Snapshot
This single answer often doubles or halves the candidate pool.
3 Target Economics
4 Target Advisor Profile
Ticking every channel above tells the model nothing. This is the one that matters most.
A number, not a feeling. "Too many flags" cannot be filtered on.
Tick the states you will recruit in, or tick national above and leave these alone. Leaving both blank is read as unanswered, not as national.
Where you most want density. Different from where your offices are. Hold Command or Control to pick more than one. These rank candidates up; they never rule anyone out.
Proximity counts as a plus. It never counts against a candidate.
5 Firm Positioning
6 Recruitment Goals
If a parent platform could claim a recruit we introduced, tell us how you prevent that.
7 Submission
This intake is informational and creates no engagement on either side. We will reach out within 1–2 business days.

Form Submitted

Thank you. Your profile has been submitted to Advisor Transition Partners. A member of our team will reach out within 1–2 business days to schedule your initial consultation.