DIY Recruitment Toolkit

DYI Recruitment Toolkits

Many small to mid – sized wealth managers lack the critical infrastructure to have a formal recruitment process. The DIY Toolkit provides key resources and infrastructure to help institutionalize the business and accelerate the recruitment function from start to finish.

The DIY Toolkit is a stand-alone tool. It is the essential collection of basic Templates & Documents required for any recruitment process within wealth management.

There are 2 DIY Toolkits to choose from – Basic & Professional.

DIY Recruitment Toolkit - Basic

• Recruitment Checklist.

• Advisor & PM Interview Template forms (CIRO & ICPM).

• LinkedIn & Email Script Templates.

• Custom Market & Company Situational Pitches.

• Advisor Evaluation Form (for Advisor transition or sale).

• Client Segmentation List.

$795.00

DIY Recruitment Toolkit - Professional

• Full Advisor-Portfolio Manager Database (Approx 15,000 Advisors / Portfolio Managers).

• Comprehensive 100 page Wealth Management Training Manual for Recruiters.

• Six (6) Months Ongoing Support.

• Standard DIY Toolkit Package.

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2025 Advisor Database

Compensation Reports