Industry Perspectives

Market observations, hiring insight, and perspective from more than three decades in financial services search.

Financial Services Recruiting & Staffing

Wealth Wednesdays: Recruiting an Advisor Team Means Understanding Each Role (Part 1)

October 21, 2026by Peter Tannenbaum

Financial Services Recruiting & Staffing

Wealth Wednesdays: Moving a Team: Agree on the Destination Before Choosing a Firm (Part 2)

October 21, 2026by Peter Tannenbaum

Financial Services Recruiting & Staffing

Wealth Wednesdays: When Client Service Capacity Becomes a Hiring Problem

October 21, 2026by Peter Tannenbaum

Financial Services Recruiting & Staffing

Wealth Wednesdays: Client Service Experience Can Support a Broader Career Conversation

October 21, 2026by Peter Tannenbaum

Financial Services Recruiting & Staffing

Wealth Wednesdays: Define the Advisor Role Before You Search

October 21, 2026by Peter Tannenbaum

Financial Services Recruiting & Staffing

Wealth Wednesdays: Succession Hiring Starts With the Relationships You Need to Protect

October 21, 2026by Peter Tannenbaum

Financial Services Recruiting & Staffing

Wealth Wednesdays: Define What You Want Your Next Move to Change

October 21, 2026by Peter Tannenbaum

Financial Services Recruiting & Staffing

Wealth Wednesdays: A Succession Opportunity Deserves Questions Beyond the Economics

October 21, 2026by Peter Tannenbaum

Financial Services Recruiting & Staffing

Warren Buffett’s Succession: Judge Leadership by Performance, Not Age

September 23, 2026by Peter Tannenbaum0

Financial Services Recruiting & Staffing

The Difference Between Hiring a Wealth Advisor and Hiring a Wealth Advisory Practice. What Firms and Advisors Both Get Wrong.

September 16, 2026by Peter Tannenbaum0