Team Lift – Boutique Financial Adviser

Aquihire Model

Client

A boutique financial adviser looking to build out headcount and capability in its Detroit and Denver offices after successfully winning business throughout the Northeast.

Scope

Add, at a minimum, a managing director and two consultants in Denver, where they had already demonstrated success.

Solution

Rather than elongate the process with multiple candidates from multiple firms, the most effective solution was to acquire an existing team with a book of business. A highly profitable, well-run operation local to Denver, the highest performing satellite office for a national boutique firm, was identified.

Result

The recruitment process was concluded in 6 weeks and deemed an absolute success. The managing director, manager and three senior consultants were guided through the interview, compensation benchmarking and offer processes, all the way to successful onboarding. The team brought their existing pipeline to the client and were immediately profitable.

​For more information about all of Eastward's Team Lift projects and how we can add our expertise to your hiring strategies please get in touch.