Strategic Growth
Through Advisor Recruitment
Growth isn’t just about more clients — it’s about the right team.
The advisors you bring into your firm shape your culture and drive long-term firm value. We help growing firms recruit experienced advisors who align with the vision and business strategy.
Recruit the Right Advisors for Your Firm
We specialize in helping firms add experienced advisors in key roles, ensuring they integrate seamlessly into your business structure. Whether you need:
Servicing Advisors – Experienced professionals who can step in and support existing client relationships, ensuring continuity and an elevated client experience.
Independent Advisors (1099 Model) – Advisors who join your firm as independent contractors, maintaining control over their book of business while leveraging your firm’s infrastructure and resources.
W-2 Advisors with Their Own Books – Advisors who prefer an employee model but still run their own client relationships, benefiting from your firm’s brand, compliance, and operational support.
We help you identify, attract, and integrate the right advisors for your firm’s unique needs.
Hiring Servicing Advisors
We specialize in advisor recruitment - both those with books of business to transition and those without. A Servicing Advisor is a critical support member of your team and the face of your client experience. We have to get the fit just right so we enable the practice’s expansion and the leadership’s success.
Our Fee Structure
For servicing advisors not expected to bring a book of business to your firm, we charge 20% of the expected first year’s salary. We also require exclusivity, which means that you don’t have any other contingent recruiters seeking out candidates for the role (this creates candidate confusion when two or more people are all seeking them for the same role). What you receive:
✔ Dedicated Outreach – We actively source candidates based on your firm’s specific needs, geographic footprint, and ideal advisor profile.
✔ Progress Reports – Receive regular updates on outreach efforts, candidate pipelines, and market insights.
✔ Competitive Intelligence – We provide analysis on how your firm’s compensation and performance expectations compare to other practices in your area.
✔ Interviewing Support – We deliver coaching, if needed, on interview processes and questions to ask so you gain clarity on the candidate’s fit for your role and firm.
Adding Lead/Hunter Advisors
Many firms want to grow by adding lead or “hunter” advisors with an already established client base to their ranks. These may be W2 or 1099 advisors, and the clients may be “owned” by the firm or by the advisor, depending on the rep agreement.
We offer two flexible engagement models based on your firm’s recruitment needs. Regardless of the engagement model you choose, our goal remains the same: helping you build a stronger, more successful team.
1. Retainer + Success Fee
For firms looking for a dedicated and proactive approach to advisor recruitment, this model ensures focused sourcing and strategic guidance.
✔ Dedicated Outreach – We actively source candidates based on your firm’s specific needs, geographic footprint, and ideal advisor profile.
✔ Progress Reports – Receive regular updates on outreach efforts, candidate pipelines, and market insights.
✔ Competitive Intelligence – We provide analysis on how your firm’s value proposition and financial deal metrics compare to competitors.
2. Success Fee Only
For firms that want access to experienced advisors but prefer a passive recruitment approach, this model allows you to connect with candidates as opportunities arise.
✔ On-Demand Candidate Introductions – We present advisor candidates as they become available.
✔ No Upfront Cost – Our focus is broad, and we do not proactively source specifically for your firm.
✔ Efficient & Low-Commitment – Ideal for firms that want to keep options open without a dedicated sourcing effort.
Why Work With Muriel Consulting?
Deep Industry Connections – We know where to find top-tier advisors and how to engage them effectively.
Hands-On Recruitment Strategy – We go beyond sourcing to provide full-scale recruitment execution.
Custom Fit, Not Just a Resume Match – We ensure advisors align with your business model, culture, and long-term goals.
Your firm’s success depends on the right people in the right roles. Let’s build your team strategically.
