Raymond James’ Matchmaking Plans

Raymond James’ Matchmaking Plans

Ideally, consumers get a potential advisor who can solve their problems, and advisors save time by being matched to prospective clients who are a good fit for their services. However, thus far the ideal rarely matches the reality. And ironically, the advisors who do differentiate themselves with a niche or specialization will likely have better sources of clients than a generalist advisor matching service anyway! Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , a turnkey wealth management services provider supporting thousands of independent financial advisors. Getting clients has always been hard for most advisors, who increasingly are entering the financial planning profession out of a desire to help people, not necessarily as entrepreneurial business developers and salespeople. Accordingly, in the past few years there has been an explosion in new services offering to funnel potential new clients to advisors. And judging from the rising volume of inquiries for my own Consulting services , there may be several more launches of similar services later this year as well. The effectiveness of couples-matching sites like Match.

Financial Advisor Recruiter jobs

That’s why Andres Garcia-Amaya launched Zoe Financial , an online matchmaking engine that hooks up investors with registered investment advisors. Garcia-Amaya is betting that consumers want to find their other significant other — namely. For advisors, the software for customer relationship management CRM , managing investment portfolios and dealing with the back office, has enabled them to serve far more clients and by extension spend much more time with them.

Just as there are online dating services to help people find romance, there are matching platforms for clients to meet with ideal financial advisors. And they are.

If you want to find a financial advisor who can provide guidance for your personal finance decisions, our matching tool simplifies the process. First, we’ll ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences. Next, our matching algorithm will match you with up to three qualified advisors in your area so you can decide which one best fits your needs.

Our matching algorithm then finds up to three advisors who fit your needs. Anyone with whom you are matched has already been carefully vetted. Before allowing investment advisor representatives onto our platform, we verify that they are investment advisors and are properly registered with either the U. We also confirm that they do in fact possess the licenses they say they do. They cannot have any relevant pending or valid regulatory disclosures from within the last 10 years.

Planet of Finance bridges the gap between private investors and qualified financial advisors

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DeVoe & Company is often quoted in financial advisor publications and other important media. OkCupid for advisors: M&A matchmaking service debuts.

This article is reprinted by permission from NextAvenue. Problem is, finding a financial planner who is trustworthy, competent and comes at a reasonable cost is hard to find. Many turn to advisers at brand-name brokerage firms, banks and insurance companies. That kind of retirement advice leans toward managing investment portfolios and the adviser is usually paid through a mix of commissions and fees.

Others work with fee-only planners at wealth management firms and registered investment advisers. Also see: These are all of the different types of financial advisers. The Wealthramp site matches financial planners she has screened and certified with potential clients. If Krueger likes what she sees, she checks out the business, including the quality of its financial plans.

Harness Wealth Rolls Out Advisor Matchmaking Service for Gen Xers

The matchmaking business is doing well but, for the sake of the industry, those numbers need to continue to grow, according to Scott Wetzel, a managing partner at SkyView. This might create a problem down the road. Waiting too long to begin transferring equity to new owners internally might not allow them to accumulate enough personal wealth to help them purchase the firm entirely down the road, Wetzel said.

But in the meantime, there are ways advisors can woo the short list of banks willing to give them traditional loans. Before SkyView makes an introduction to a lender, Wetzel reminds advisors that most lenders are regional or community banks, far smaller than the likes of JPMorgan Chase or Wells Fargo.

Bayes Impact, a non-profit group, built an AI job adviser called Bob. The app gives an employability score to candidates who have supplied.

Now, Advisor Group wants to play cupid The Phoenix-based network of independent advisors recently launched My Succession Plan, a tool to help advisors prepare to hand the reins over to the next generation. When it comes to deciding who will take over your practice, advisors must find a “like-minded cultural fit,” says CEO Jamie Price. Succession planning is increasingly important. My Succession Plan helps advisors looking to merge, acquire or sell part of their business to source and connect with potential partners across the Advisor Group network.

As it rolls out the initiative, Advisor Group is targeting its existing members, as well as non-Advisor Group affiliated firms that are looking to build a succession strategy.

Current Clients

SkyView Partners, a correspondent lender focused on the independent financial adviser market , has a new digital platform it hopes can become the Zillow for buying and selling wealth management practices. Wetzel said. The hope is that by using the platform, advisers will turn to SkyView to finance the transaction, but Mr. Wetzel said there is no obligation to do so.

Echelon Partners CEO Daniel Sievert said what separates APBOE is that it is designed to avoid annual fees, unresponsive do-it-yourself sellers, unfiltered buyer inquisitions and lack of access to financing for larger deals. Very ].

The matchmaking business is doing well but, for the sake of the The average financial advisor is 52 years old and 40% are expected to retire.

You deserve an advisor you can trust. Let us connect you with an independent, fiduciary financial advisor. This means you only work with the best of the best. Real financial planning should pay off today. Not in 10 years time. Skip to content. Find Your Financial Advisor You deserve an advisor you can trust. Find My Advisor. Featured by. How It Works.

Our algorithm handpicks the advisor best suited to your unique situation. Connect with your advisor matches and find the right advisor for you.

In the News

Succession Link Rele Succession Link, the industry’s leading marketplace for connecting financial professionals with their ideal opportunity to buy, sell, or merge, is excited to announce a personalized matching service for businesses interested in merging or being acquired. Using the unique and comprehensive Compatibility Score technology, e-MERGE provides matches which lead to introductions to help advisors form long term, successful relationships.

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Better Matchmaking: RFPs for Financial Advisors and Underwriters. (or Looking for Love in all the Right Places). David Brodsly. Tom Johnsen. Rob Larkins.

We match investors with Financial Advisors from around the country based on an investor’s needs and the advisor’s specialties. By Lee Sherman As the global economy slipped into recession at the beginning of the pandemic, investor fears saw silver, along with other … [Read More By Peter Mastrantuono In the face of a Congressional impasse on a new fiscal relief bill, President Trump signed multiple executive orders on … [Read More By Thomas Kostigen More than half of all motorcycle sales are to people over the age of Motorcycle Company Investments.

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All Matchmaking

Our professional matchmakers are genuinely interested in understanding you and finding out what kind of person you are looking for. Our process works, and we have proved it over and over again. With more than 29 years, 2 million dates and thousands of dating success stories to show for it, we can honestly say we have the experience required to improve your chances for dating success. No, this is not online dating.

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Built for financial professionals, by financial professionals, StreetID anonymously pairs applicants with Wall Street’s elite hiring managers to create the best match. January 25, Newswire. This is the first ever site of its kind and a direct solution to the countless hours that candidates spend applying for jobs – and hiring managers waste sorting through resumes. The process is simple: job seekers in the financial services sector can register on StreetID.

Candidate profiles include work experience, specific job functions, educational background and certifications. Profiles can be kept confidential, ensuring candidates’ anonymity from current and prospective employers. The StreetID system then uses this data to match the candidate’s credentials with employer needs, thus creating the perfect match.

StreetID directly sets the candidate up with the most compatible career opportunity. No recruiters. No middleman.


Chris Jones was attracted to Zoe because “finding a high-quality financial advisor is a highly inefficient and ineffective process and is ripe for modernization using digital technology. Wealth Management is a trillion-dollar industry primed for digital disruption and transformation, and Zoe is rapidly emerging as a leader in that market.

Zoe CEO and founder, Andres Garcia-Amaya , a Morgan Stanley alum and former JP Morgan Executive Director, says their recent success “is a result of remaining focused on controlling the quality of advisors that join the network and removing friction points to the consumer digital experience. They are still stuck delivering access to financial products as the value proposition, but what the client wants is highly personalized advice.

The startup has already picked up top talent from innovative fin-tech companies like Learnvest on the product side, as well as top engineering talent, and will be using the new investment capital to accelerate their product development.

Professional matchmaking – financial advisors in transition including Financial Advisory Practices seeking to buy or sell their book of business.

In this time of great uncertainty due to the COVID pandemic, we encourage all individual financial advisors, RIA firms, and other wealth management firms to sign up for TrueContinuity today. We have made TrueContinuity free for all Truelytics customers. The Modern Financial Advisor podcast is designed to help financial advisors and wealth management firms increase the value of their businesses by sharing insights and data from Truelytics.

With True Recruit , we seek to help enterprises identify prospects, standardize the information collection process, and leverage data to inform offers. True Match offers enterprises private matchmaking capabilities to support planned succession. True Recruit helps enterprises identify prospects, standardize the information collection process, and leverage data to inform offers. True Continuity ensures financial advisory firms have all of their continuity assets in one secure location.

Vote Today! Version 3. Recruiting With True Recruit , we seek to help enterprises identify prospects, standardize the information collection process, and leverage data to inform offers.

Financial advisor matchmaking

Prefer to chat? You can reach us at We own the largest proprietary network of over , quality Candidates. Selective Search has accounted for over 1, marriages and counting , babies, and 3, happy committed couples.

This report was produced by Ignis Advisory Sarl (Ignis) and Transformational Business. Network Matchmaking contributes to increased investment flows by.

When scoping out the banking scene, consider who else may have dibs on your ideal partner. Some banks answer to shareholders and to Wall Street analysts. Look for a bank that focuses on one thing: serving you, the customer. Many banks will tell you what you want to hear, so do a little digging into their backgrounds to see if they really walk the walk. Depending on the bank, representatives may even be empowered to make timely decisions, an attractive quality in any financial partner.

Finally, local and regional banks tends to be more invested in their communities. After all, these banks can only do well if their clients are thriving.

Who Gets What: The New Economics of Matchmaking and Market Design

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