Recruiting and Training

Focused Solutions for your Most Pressing Needs

One of the most challenging components to running a business is recruiting and training.  These are uncommon activities in a financial advisory practice, and generally outside of an advisor's area of expertise. We developed our recruiting and training services to help practices meet their hiring and staff development needs so advisors can stay focused on what matters most - their clients

Our recruiters are versed on the day-to-day changes of the hiring market, and stay current on the needs that practices have to stay innovative in their growth.  Our trainers focus their attention on bringing you the most up-to-date content as it relates to the topic you need additional education.

Whether it is an Ameriprise tool, proprietary software, or learning more about the Salesforce CRM and it’s latest changes, our expert team of trainers can provide you with the knowledge that you need to be on the leading edge as a growing practice.  Learn more about our Recruiting and Training services by scheduling a call now.

How to Begin

Tell us more about your recruiting and training needs and we will direct you to the solution best suited for you.

Practice Management Team

Ben ThelenTeam Leader, Coach
Ph: 734.294.5206
Brogan ProbertCoach
Ph: 248.602.3768
Dawn RemCoach
Ph: 248.404.9667
Brandon SmithTrainer
Ph: 248.397.1618
Stacy SchafferTrainer
Ph: 248.509.2437
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