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SeptemberSupporting Financial Advisor Recruiting: Why Advisors Choose Per Stirling for Their Careers
Are you tired of feeling like just another number? We get it. We believe that without proper support, it’s hard to simultaneously grow your business and serve your clients as you would like. Such a rudimentary business model might pass at some firms, but not here. The Per Stirling difference begins with our highly selective and rigorous financial advisor recruiting process. We work hard and want equally dedicated advisors on our team. Put simply: we’re not for everyone. But if our values and passions align, it could be a good fit.
One of the biggest driving forces behind this transformation? We have some of the most experienced advisors and financial planners in the area, who understand and value the advantages of joining Per Stirling. If you’re deeply committed to maintaining the highest standards and want to collaborate with like-minded professionals, we want to hear from you. But before you submit your resume, here’s a closer look at what to expect beyond the financial advisor recruiting process.
Working Together for Your Goals
At Per Stirling, we’re proud of our award-winning culture. Through our financial advisor recruiting process and beyond, we believe that by treating clients and team members exceptionally well, everything else will take care of itself.
As part of our team, you’re treated like family. Our interactions go beyond the office doors. That means joining us at holiday gatherings, tailgating parties, and fun team-building events that create fond memories while fostering collaboration. And your clients? They’re family, too. If questions or concerns arise, we want everyone to feel comfortable speaking up.
By now, you’ve probably noticed a common theme: unwavering support, starting with financial advisor recruiting. We’re also fully committed to providing you with an independent atmosphere. When it comes to financial advisor recruiting, we’re here to answer questions and have your back as you grow your career. These values set a solid foundation based on our philosophy and mission to provide high quality services to you and your clients.
Focus on Independence and Growth
Ready to break free from inflexible corporate structures? We’re ready to assist you as you explore opportunities for more freedom, starting with the financial advisor recruiting process. Joining our leading wealth management firm lets you focus on growing your practice while remaining independent. Our secret? The supportive contributions of top-tier professionals.
This is possible because of:
– A hybrid and multi-custodial platform. Enjoy the opportunity to put your clients’ best interests first through an independent, hybrid, and multi-custodial platform supported by a robust compliance infrastructure.
– Opportunities for advisors to grow their business and leverage our platform to maintain a better work-life balance.
– Our firm-wide commitment to working together toward your goals.
A Culture of Collaboration and a Commitment to Excellence
Every team member works hard to introduce views that are unique, well-considered, and on target. It’s a professional “think tank.” You’ll work with high-performing, like-minded advisors whose diverse strengths merge to deliver exceptional client results. If you have questions or want another opinion, just ask the knowledgeable and experienced team that has your back.
Our collaborative culture extends to dedicated leaders who provide mentorship and guidance. This highly credentialed and supportive team empowers you with the knowledge and confidence to elevate your client service and grow your practice as you transition from financial advisor recruit to team member.
Client-Centric Approach
While we believe that most advisors want to provide superior service to their clients, the robust support provided by Per Stirling’s platform allows advisors the additional time and resources necessary for them to pursue that ambition. That includes Per Stirling handling tedious administrative tasks and support issues behind the scenes. By providing the support and resources you need, you can build lasting connections and prioritize your client’s goals.
We feel that clients also appreciate our trustworthy guidance for their biggest life goals. Our commitment to fiduciary standard of care gives our client’s confidence as we endeavor to preserve and manage their wealth and helps them prepare for life’s journey. This includes transparency about our values, including our fee structure, so clients can feel confident that their assets are in dependable hands.
Our Transparent Compensation
During the financial advisor recruiting process, it’s natural to wonder how we compensate our hard-working team. We aim to help each advisor feel valued and motivated to continue working with us. Payout reductions or conflicting corporate interests can make it hard to properly serve clients, and can feel less than rewarding for all your hard work. In contrast, we offer generous payouts, access to an array of benefits, office and technology infrastructure and an advisor agreement that clearly states that our advisors “own” their client relationships. Top advisors can also enjoy profit-sharing options.
As an independent fiduciary firm, we’re also driven by what clients want most in life, not by what makes us wealthy. This holistic process helps establish transparency and trust on both sides. Once clients understand the fee-based structure of a fiduciary advisor, they can relax, knowing that their goals are always a priority.
Steady Support From Financial Advisor Recruiting to Retirement
What’s your definition of making it? Whatever your goals, we provide opportunities to help you pursue them. From the financial advisor recruiting process through retirement, we’re here to guide you to the career you envision with unwavering support.
Advisor-Centric Support
As a potential financial advisor recruit, you may feel burned out or overworked. We know that burdensome administrative tasks such as compliance, staff oversight, and office management can take precious time away from your career and clients. Working with our experienced and credentialed team opens doors for the chance to delegate non-essential tasks so you can build customized systems and businesses tailored to the needs of you and your clients.
Here are just a few of the resources we provide beyond the financial advisor recruiting stage:
– State-of-the-art Technology: We understand the critical role of technology in boosting your advisory practice. Our advisors use cutting-edge tools and retain full client ownership under an advisor-friendly contract.
– Human Resources: Robust human resources support ensures you have everything you need to excel in your role and effectively serve your clients. All advisors have access to an assistant and comprehensive compliance and reporting services.
– Back-Office Support: A dedicated support team handles administrative tasks, allowing you to streamline operations and focus on delivering exceptional service.
For advisors, we believe it’s a “best of both worlds” business model. You get the robust support typically found in full-service firms, and the independence and generous compensation traditionally found in firms that offer limited support. In these places, the advisor is often responsible for almost all expenses. Here, you’re supported personally and professionally, from the financial advisor recruiting process through retirement.
Seamless Onboarding and Transition
Congratulations! You’ve moved from the financial advisor recruiting stage to accepting an offer. Your robust support starts with a seamless onboarding and transition experience. While getting you set up and comfortable, we also help you integrate into our dynamic team environment. This helps you and your clients feel fully supported at every step and can establish a trusted foundation for long-term relationships.
Flexibility and Support
Whether you’re fresh from the financial advisor recruiting phase or are a seasoned team member, your clients’ goals are equally important to us. Each advisor decides how they work with clients, ranging from determining the fee structure to deciding how to invest their assets and plan for their goals. While each individual drives this process, Per Stirling supports their business model through:
– Market research and analysis
– Company-level marketing support, including social media presence that encourages advisor-submitted articles
– A collaborative collegial environment that promotes idea sharing and teamwork
Want to Learn More About Our Financial Advisor Recruiting Process?
At Per Stirling, we set the bar high. Our financial advisor recruiting process is based on selective criteria. That’s because we hold ourselves to lofty expectations, and want to work with like-minded professionals who share our values. We deeply value collaboration and encourage every team member to contribute and use our wealth of knowledge as a trusted resource. Although we encourage collaboration, you also have the flexibility and freedom to work independently. We’re here to assist if obstacles arise, and to answer questions during the financial advisor recruiting process and beyond.
If you’re navigating the financial recruiting process and are interested in exploring opportunities to work with our firm, contact Per Stirling for more information or to start your journey with us.
This content has been reviewed by FINRA. Prepared by Broadridge Advisor Solutions. © 2024 Broadridge Financial Services, Inc.
