Over the twelve plus years of being in the recruiting business, I’ve observed a lot of financial advisors going through the recruiting process who have made two common mistakes which have jeopardized their placement opportunities.
Thinking they can do this on their own without the help of a recruiter. Makes no difference whether they have been in the business for two years or 20, you need someone who is independent and knows the political climate of the firms you are interested in.
A knowledgeable recruiter can direct you to the best “fits” in your area in addition to getting you a better deal than you could on your own.
Remember their clients are those firms you are interested in and they have established working relationships with top management in these firms. They’re in a position to work through and resolve any problems which may arise.
Selecting a recruiting firm that doesn’t have multiple clients in whom you are interested in.
As an advisor, you need to do your homework and become knowledgeable about the recruiting firm representing you.