At AJ Greyson Recruiting, we bring over 20 years of industry experience to help financial advisors successfully take the next step in their careers, whether it be searching for opportunities to enhance and grow their current practices, or to help them plan for succession in the later stages of their careers. We work on behalf of the advisor, understanding their goals and current needs to match them with appropriate channels to research. Because we don’t work with non-competes, the relationships we can bring to the table are many, allowing us to act as true fiduciaries.

 

Much like a financial advisor, we focus on providing multiple options and help you along the way. We’re happy to provide guidance and advice without manipulation. Our contracts are uniform across the board to prevent us from selling our clients on the “grass is greener” concept. Rather, our focus is on bringing quality relationships to the advisors we work with, while working on their behalf to make sure that next step is not only in their best interests, but in the best interests of their clients and family as well. We are selective in our clientele to ensure they share the same mindset before offering them any of our prospects.