Lead Advisor is a wealth management collective that specializes in building firms, practices and careers. We partner with ensembles, solo-practitioners and fortune 500 wealth management firms to provide time leverage, insights from the front lines and creative content when it comes to talent acquisition, leadership strategy and professional development. We also partner with professionals that are looking to upgrade their career within or into the finanical advice field. Lead by two Certified Financial Planners, both with over a decade in financial planning management, we know that after client acquisition, talent acquisition is the most critical opportunity for growth in the profession.
| Website | http://www.lead-advisor.com/ |
| Employees | 10 (5 on RocketReach) |
| Founded | 2020 |
| Industry | Financial Services |
| Keywords | Wealth Advisory, Wealth Management, Asset Management, Financial Advisor, Investment Advisory, Practice Management, Financial Planning, Wealth Building, Portfolio Management, Retirement Planning, Business Development, Financial Services, Career Growth, Team Building, Solo Practitioner, Executive Coaching, Advisor Network, Mergers And Acquisitions, Succession Planning |
| Competitors | Salesforce, Schwab Advisor Services, Morningstar, Nintex, eMoney Advisor, Wealthbox, AdvisorEngine, Redtail Technology, Robo Advisor™, Advizr +39 more (view full list) |
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Michael Connaughton is the Co-Founder of Lead Advisor.
5 people are employed at Lead Advisor.
Top Lead Advisor Employees
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Michael Connaughton
Co-Founder at Lead Advisor
Boston, MA, US23 -
Eddy Ricci
Founding Partner at Lead Advisor
New York, NY, US25+ -
Christopher Lydon
Recruiter at Lead Advisor
Boston, MA, US21
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