For advisor recruiters

Know which advisors are about to move. Reach them before anyone else does.

The advisor in motion looks identical to the one who'll never leave, until they're already gone. We score the move-signal before they've told a soul, and rank the advisor worth your week to the top of your queue.

01 / The Problem

Where placements slip away

You already lost the best placement this month. You just don't know which one.

Two things quietly cost you closes every week. You feel both, even if you've never named them.

01So you guess, and waste the week

You can't see who's about to move

The advisor in motion looks identical to the one who'll never leave, until they're already gone. The move-signals exist, buried across BrokerCheck, ADV, and tenure patterns, but not where you can act on them. So you cast wide and hope.

Which advisor is about to move?Unresolved

D. Hayes · CRD 2287921Possible

Daniel Hayes · CRD 2287044Possible

Dan Hayes Jr · CRD 2290815Possible

?Can't tell which

One of these is in motion right now. You can't tell which.

02Right when you build it, wrong when you call

And the list rots before you work it

You spend hours building a clean pipeline, and it starts decaying the moment you save it. People move, numbers die, firms change. By the time you actually dial, half of it is fiction, and nothing warned you.

Still at that firm? Still that number?Rotting

One recordT0later

Mobile✓Verified

Email✓Verified

Firm✓Current

Name✓Confirmed

Accurate the day you sourced it. Fiction by the time you call.

Net effectGuessing who's in motion, dialing a list that's already dead.

02 / The Signal

The signal in the movement

The advisor about to move is hiding in plain sight.

No list flags them. But the tell is in how talent is actually moving around them, four signals our engine scores continuously. Watch them combine.

Leadership score

Senior, high-influence advisor

A book that moves with them

Net quality delta

Their firm is losing senior talent

A degrading firm

Custodian signal

A confirmed platform switch nearby

Assets in motion

Corridor momentum

A live lane out of their firm

A repeatable exit path

RecordUnresolved

An advisor in your market

Invisible on every list you own

MOVING

About to move, and nobody's called yet

03 / Reach & Stay True

One living loop

Knowing who to call means nothing if the number's dead.

Reaching them is one stage of a loop that compounds. Every verified channel, every outcome, feeds tomorrow's queue.

Target

Ranked by who's actually in motion.

Reach

Verified channels, lands first try.

Work

Every call and outcome, captured.

Sharpen

Each placement tunes tomorrow's queue.

↻Loops back, sharper

Reach · liveD.H. · ranked likely to move

Personal email

Personal inbox

✓Verified

Mobile

Personal mobile

✓Verified

Office line

Front desk

✕Goes nowhere

LinkedIn

Profile match

✓Verified

→What's left actually connects, lands on the first try.

The differenceA bought list rots in a spreadsheet. This gets sharper every advisor you touch.

04 / Why Now

The math, and the wave

One placement pays for the entire year. The rest is profit.

This isn't a close call. Here's the math, and the wave that means more shots than you've ever had.

Per placement

$80k+

The value of a single close, so one placement covers a full year of sourcing.

Why there are more in play than ever

~37%

Retirement wave

Of advisors retiring within the decade, every exit a book in play.

70k+

Hiring boom

New RIA hires projected over five years, demand that doesn't slow down.

11.8%

Fastest channel

Projected independent advisor growth, more movers to catch every year.

Bottom lineOne close pays for the year. The talent war hands you the rest.

Start

See it on your own list

See who's about to move, before your competition does.

Start with a call. Hand us a slice of your own list and we'll resolve it, verify every channel, and show you who's actually in motion, ranked to the top before anyone else calls.

Book a strategy call↗

Your own list