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Demonstrate a deep understanding of our firm’s value proposition, business model, investment philosophy, product offerings, and company culture
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Articulate our firm’s growth objectives, recruiting and acquisition practices
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Develop and implement a proactive outreach strategy to target our ideal prospect pool
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Leverage existing relationships and networks to build a pipeline of qualified candidates including advisors, operations staff, and client service professionals
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Maintain and expand a strong network of RIA professionals through ongoing relationship-building and industry engagement
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Identify, build, and maintain relationships - in person and virtually - to attract and recruit FAs and firms looking to sell their business or identify a succession plan for their clients
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Create and effectively manage a pipeline of prospects in a CRM database
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Track and provide regular updates on recruiting pipeline
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Engage prospects throughout the recruitment and/or acquisition process
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Attend industry conferences and events