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Practical commentary on the
commercial challenges firms face.

A serious voice on adviser recruitment, acquisition, succession, employer branding and financial services growth - written for the people responsible for getting it right.

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Why Adviser Recruitment Is No Longer Just A Recruitment Problem

For many years, adviser recruitment was treated as a search exercise. A firm needed an adviser, a recruiter was briefed and the market was approached.

That model is now under pressure.

The best advisers are often settled, successful and approached frequently. If a firm wants to attract them, it needs more than a vacancy. It needs a proposition that is visible, credible and clearly understood.

That is why recruitment and employer branding are becoming increasingly connected. The firms that win talent are often the firms that have done the work before the search begins.

Topics We Cover
01

Why adviser recruitment is no longer just a recruitment problem

Commentary · Coming Soon

02

Why acquisition conversations start long before the approach

Commentary · Coming Soon

03

How firms can use content to attract advisers

Commentary · Coming Soon

04

Why employer brand matters in financial advice

Commentary · Coming Soon

05

How podcast interviews can support recruitment and acquisition

Commentary · Coming Soon

06

Why adviser case studies are powerful recruitment tools

Commentary · Coming Soon

07

How market research creates warmer commercial conversations

Commentary · Coming Soon

08

What advisers really want from their next firm

Commentary · Coming Soon

09

Why succession planning is becoming a content and trust challenge

Commentary · Coming Soon

10

How visibility supports enterprise value

Commentary · Coming Soon

11

Why recruitment spend should also build the business

Commentary · Coming Soon

12

What PE-backed financial advice firms need to get right about talent

Commentary · Coming Soon

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For all enquiries on our services please email Alex.Sullivan@CliftonBridge.group with the subject “Please contact me in regards to Clifton Bridge Recruitment and M&A”, or book an introductory meeting below.