North Star Wealth Advisors

Financial Services - , Ohio, United States

North Star Wealth Advisors Senior Management
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WE ARE THE ONLY CONSULTING FIRM BUILT TO HELP ADVISORS SWITCH FIRMS WHILE ALSO ASSISTING EXECUTIVES IMPROVE RECRUITING RESULTS.There are many coaching, consulting and recruiting firms to choose from in the financial services industry. But how do you choose who represents you best, and exclusively, in your footprint? How do you partner with knowledgeable professionals to produce a quantifiable ROI? You start with expertise and a proven track record of helping top tier executives grow.Operating with fiduciary like focus and commitment, we listen to all of your needs, challenges, strengths and opportunities. And then we draw on over two decades of leadership and results to create custom solutions for your team. North Star is a proven acquisition focused consulting firm and has the tools and team in place to annuitize your success in the months and years ahead.We partner with executives such as branch managers, complex and regional directors, market executives and heads of recruiting departments to assist in building out their workforce, regardless of position. North Star has developed a nationally known acuity in sourcing, hiring, and placing qualified candidates such as financial advisors, entry-level trainees, client associates, financial analysts, and the like for wire house firms, regional broker dealers, banks, and RIA's.We also represent financial advisors of distinction from the start of a due diligence process until they make a sound decision on where to custody their business.In my role as President and CEO for North Star I bring forward thinking sales ideas that are leveraged by professionals across multiple industries with a primary focus on all things Financial Service, Wealth Management, Accounting, Banking, Distribution and similar Industries. My passion for client acquisition, recruiting techniques and helping to build teams of merit inspires clients to switch from stagnation to exponential growth.

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Employees: 1 - 10
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Location: , Ohio, United States
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