Office: 281 362 5904 Few , if any , recruiters work the way we do. Choosing the right one can make all the difference in your execution. The art of successful recruiting is a collaboration of experience, insight and negotiation skill. Oftentimes , financial professionals believe that their connections will afford them a great transitional experience , and yet
Wouldn’t I be able to apply the fee that the prospective firm pays you to my own economic incentive if I did not use you as a recruiter?
Typically not. Almost every firm builds in costs for recruiting as part of their transitional pro forma modeling. Most of these firms are looking for an internal rate of return , minimally in the 11%-12% range. As a former senior executive at a major firm it was my experience that the fee that would otherwise
There are lots of recruiters out there. What makes CLM Ventura any better than others?
In a word, experience. Lee Trevino, the professional golfer, once said, “ I’ll hire a teacher only when I find one that can beat me.” With an acute eye on that statement , Miller and team are focused on leveraging that experience into differentiating execution on your behalf. Our associates are highly trained and execute
When is the best time to make a change?
Change is relative. Your needs are typically different than others so timing on change varies. At CLM Ventura we believe that timing on a move is less important than the appropriate fit. Your potential move requires scheduling that we can help to outline for you. That said, once due diligence and exploration begins , it
Do you deal with large teams as well as sole practitioner FA’s?
Yes. Our specialty is dealing with large specialized complex teams often misunderstood by others, but many of our clients are sole practitioners. CLM Ventura has the knowledge to decipher your needs. Identifying a recruiter that truly understands your business model is a critical component when choosing a recruiter. CLM Ventura has experience in virtually every
Do you provide insight into other models outside of the B/D model , such as RIA’s , banks and hybrids?
Yes. Our expertise includes strategic domestic wealth management models, corporate service businesses, private wealth management practices, independent models, RIA’s, banking models, retirement planning models, discretionary trading models, international wealth management models, and many more. Our experience runs deep. Our commitment to identifying the ideal collaborative partner for you is both unique and efficient given our