Attention To Managing Partner/ Director & Head Of Recruiting
Advisor Acquisition- Starting at 12 PRE QUALIFIED ADVISOR INTERVIEWS EVERY MONTH
We’re not introducing advisors to the idea of moving — every recruiter already does that. We give them a controlled, low-pressure way to explore it what they have already decided
RIA FIRMS ONLY
Note: Firms with an executive-mandated initiative to onboard 6-12 financial advisors within the current fiscal year
Scaleplacements is not a traditional recruiting service. We partner with growth-oriented RIAs to design and operate a repeatable advisor acquisition system-supporting regional expansion, market penetration, and long-term recruiting scale.
Built specifically for $5B+ RIAs that want consistent recruiting without adding more recruiters, job boards, or randomness.
Competitive net payout structure (typically 80–90%)
clear ownership portability, no hidden Clawbacks Modern Tec Stack Real transition support
Firm’s Advisor Onboarding GOOD TO HAVE:
Recruiting Challenges We Solve
- Inconsistent advisor pipeline causing missed growth targets
- Leadership time wasted on unqualified candidates
- Difficulty scaling recruiting efforts without adding internal headcount
- Difficulty forecasting hires 3–6 months out
- High cost per placement due to inefficient recruiting methods
- Risk of losing top advisors to competitors before your firm can engage them
Advisor Gold Mine-
Every advisor in our pipeline self-selects by completing a detailed qualification process, sharing production, timeline, motivations, and client focus. Only those genuinely interested and meeting your criteria make it to your monthly interviews.
Recruiting Gold Standard
Recruiting Investment: $21.6k/mo x 6 months
Includes:
12 Pre qualified & Interested $100,000 – $200,000 advisor interviews
Window of 3-6 months, looking to transition
With a portable book & clients
Advisor Profile & Background:
Name, current firm, LinkedIn link, years of experience,
production metrics (AUM, GDC, book size),
and niche focus (retirement, high-net-worth, etc.)
Motivation & Transition Interest:
Why they’re considering a move (growth, platform, culture, compensation),
timeline for transition (3–6 months), and what they’re seeking in a new firm.
Fit & Notes:
Client types they serve, alignment with your firm,
personality/work style insights, and any special considerations or red flags.
ROI and Math: Conservative, 1 hire every 2 months
Recruiting Partner: $55k/ mo + Placement Fee
(1 Firm Cap, 3-5 Year commitment)
Includes:
12 Pre qualified & interested $250,000 – $500,000 advisor interviews
Window of 3-6 months, looking to transition
With a portable book & clients
Advisor Profile & Background:
Name, current firm, LinkedIn link, years of experience,
production metrics (AUM, GDC, book size),
and niche focus (retirement, high-net-worth, etc.)
Motivation & Transition Interest:
Why they’re considering a move (growth, platform, culture, compensation),
timeline for transition (3–6 months), and what they’re seeking in a new firm.
Fit & Notes:
Client types they serve, alignment with your firm,
personality/work style insights, and any special considerations or red flags.
ROI and Math: 1 hire every Quater
*Note*
Industry standard is 25-30 qualified and interested interviews to 1 placement, since our program is inbound and with a strong firm advisor offer,
our turnaround time can be much less.
Built specifically for $5B+ RIAs that want consistent recruiting without adding more recruiters, job boards, or randomness.
WHO HAVE We Helped?
What We
Offer:
1. Build a repeatable advisors filtering system that books qualified Advisors predictability
2. Manage KPIs and exceed recruiting targets
Why WORK With Us?
Managing over $2,000 - 3,000 in adspend per day across all businesses.
- Cut Down Unpredictable & Unscalable Source of Lead Generation so that you can start take advantage of Media Ads!
- Having Too Many Recruiters and not enough results? We are results based data driven company that manages adspend at scale.
- Discover the exact ads we use to help our clients go scale from 2-3 forms/ mo to 300-500 forms/ mo (not an exaggeration)
Client Testimonials
Helping One Business At A Time
"Saved a lot of time & money. Doubled our office at a very short period of time"
Dan Vigil
Branch Manager Brea- Bankers Life
"Been awesome working with Matthew for 5 years, added value to the team"
Camille Harris
Field Director- Bankers Life
"Just the whole recruiting, bring on Matthew has been fabulous… a lot less cold calling"
Bridgette Kirkwood
Field Manager- Bankers Life
"Went from 10 to 15 sometimes 20 intake forms per month up to 120-130 forms per month"
Chloe Han
Intake Specalist- Loving Journey Surrogacy
Scaleplacements Mission:
Deliver fast and efficient systems to solve slow, ineffective and urgent recruiting problems
Frequently Asked Questions!
What is Scaleplacements?
Scaleplacements delivers fast, efficient, and predictable recruiting systems designed to solve slow, ineffective, and urgent hiring challenges.
We don’t just provide candidates — we remove time, complexity, and uncertainty from the recruiting process while 5X-ing speed and quality. Our systems and automation:
Cut recruiting costs up to 30% annually
Save your partners’ time by handling sourcing, vetting, and candidate insights
Scale recruiting at a high level with a predictable, consistent pipeline of top-tier advisors
In short, Scaleplacements turns recruiting from a reactive, time-consuming task into a strategic, high-leverage growth engine for your firm.
Who is a good fit/ ideal Firm client for Scaleplacements?
Our ideal client is a firm that:
Manage $5B – $50B in AUM
Employ 50–150+ advisors
Minimum onboarding target of 6–12 advisors per year with predictability, consistency, and quality
Operates under board-level or private equity growth mandates
Evaluates recruiting through EBITDA impact, advisor AUM, and lifetime enterprise value (LTV)
Value data-driven candidate evaluation (production metrics, portability, motivation, cultural alignment)
Wants a low-friction, high-touch recruiting process with fully vetted candidates
Appreciates data-driven hiring decisions, including candidate production metrics, motivation, and fit notes
Is willing to invest in a premium retainer model to secure top-tier advisors
In short: firms that view recruiting as a strategic growth lever, not a one-off transaction, get the most value from Scaleplacements.
What’s the recruiting investment?
Firm Engagement
-
Starts at $10,000+/mo – $25,000/ mo + ($25,000) Placement Fee
$21,600/Month Package
-
Delivers 12 pre-qualified, interested advisor interviews per month
-
Targets advisors producing $100K–$200K
-
Provides predictable, consistent candidate flow without burdening your internal recruiting
Recruiting Partnership: $250K–$500K Advisors
-
Starts at $55,000/month plus $25,000 placement fee with a 3–5 year commitment
-
Covers up to 12 fully vetted, decision-ready interviews per month
-
Includes detailed candidate notes, insights, and CEO/MD-level positioning
-
Acts as a high-value, predictable hiring engine, giving your firm control, consistency, and measurable ROI
This is not just a monthly fee — it’s a strategic partnership to secure top-tier advisors efficiently, reliably, and exclusively.
What makes Scaleplacements different from other options?
Scaleplacements is not a lead vendor or traditional recruiter. We are a growth partner that helps RIA firms scale recruiting consistently by delivering pre-qualified, inbound advisors who are actively interested in joining your firm.
Instead of chasing candidates, we create a predictable, high-quality pipeline where advisors come to you — ready to engage and evaluate your onboarding offer. Our approach removes uncertainty, accelerates hiring, and ensures every interview is worth your time.
Any guarantees?
We guarantee the delivery of pre-qualified, interested advisor interviews according to your selected package.
The success of placements, however, depends on your firm’s onboarding offer, leadership, and execution. Firms with a clear value proposition, strong transition support, and a proven track record with current advisors consistently see the best results.
Scaleplacements accelerates what already works. If a firm lacks a compelling offer, clear communication, or structured onboarding, increased interview volume will simply expose those gaps faster.
Our role is to deliver speed, consistency, and high-quality inbound interest. Your role is to convert that interest into successful hires.
*Guarantees & Expectations*
Scaleplacements guarantees delivery only when the fundamentals are in place.
If your firm has:
A competitive advisor offer
A clear onboarding process
A proven track record with current advisors
We can scale your recruiting effectively.
If those elements are missing, increased recruiting volume will only expose operational gaps.
Recruiting success is a shared responsibility.