© 2018 by Leitner Sarch Consultants

Find your next firm, create your own firm or find talent

Find Your Next Firm

The wealth management industry has evolved to present more opportunities for top financial advisors than ever before. Danny takes the time to thoroughly learn about his client companies so he can accurately address the unique questions and concerns of the advisory teams with whom he works.  If you are curious about independence, about firms new or old, big or small, you can be sure that Danny has done his homework on your behalf.

 

Danny's due diligence process begins with:  "what do you want to fix?"  Danny acts as your "Career Fiduciary" in order to find you the opportunity that is the best fit, to negotiate on your behalf to get you the best possible deal.  Because of his national reputation as a thought leader, virtually all of the companies in the industry want him working on their behalf. He only works with the firms that have a unique value proposition for the best advisors in the industry.


Danny's comprehensive knowledge of the market means no time wasted for you. He have been in the search business long enough to know that if the match is not perfect, the deal will not go through so it is in everyone's best interest to not only listen to what you want but to find you what you want. Your name is never mentioned until you give permission to make an introduction.  

Throughout the entire process you benefit from Danny's advice and service. We will arrange all interviews, prep you on pertinent details, provide you with interview feedback and help you negotiate your compensation package. Our job does not stop at the close of the deal. We will stay in touch with you to advise you on how to make a smooth transition to your new office and periodically check in with you to see how you are doing.

So remember, even if you are perfectly happy where you are right now, tell us about yourself so that we may contact you when the right opportunity comes along.

 

Find Talent

Leitner Sarch Consultants, Ltd., enjoys a well-established history of success recruiting for the financial services industry. We offer each of our clients a highly qualified and knowledgeable staff of search professionals focused on effectively attracting, screening and closing top candidates for their position. 

At the beginning of every search assignment, we meet with the client to develop a complete understanding of performance expectations, work environment, and even current and future requirements.  


We continually leverage our long-standing reputation, resources and contacts to find the best candidates - professionals who are busy working, not looking. Many are invisible to you, and will not approach your firm without the safety of professional representation. We cast a wider net to increase your chances of finding a superior candidate, while maintaining your anonymity to the degree you desire. We also utilize a customized, state-of-the-art database to track over 100,000 retail brokers/sales people across the country. This database can be searched by performance, geography, mix of product and a host of other important criteria. 

We offer a variety of search structures designed to fit your particular recruitment strategy or company policy. We work on both a contingency and retainer basis. Contact Danny Sarch today.

 

Create Your Own Firm

Forming your own company is no longer paving a new trail; it’s following a path that many of the top advisors in the country have already taken.  And going “independent” has many different variations.  Call me to discuss whether starting your own company may or may not be the right option for you, your team, and your family.