RIA Recruiting Intelligence · Limited Access

Recruiting intelligence
for firms that move before the talent does.

RVMPD identifies wirehouse and independent advisors showing early mobility signals before traditional recruiting outreach begins. Every advisor is surfaced against your criteria using tenure signals, title filters, contract window targeting, and platform dissatisfaction indicators.

Weekly
Intelligence delivery cadence
Vetted
Every advisor, every signal
Criteria
Matched to your recruiting profile
Continuous
Signal refinement loop
01
Intelligence Access

For recruiting firms integrating proprietary advisor mobility and sourcing intelligence into existing recruiting workflows.

Focus Areas
  • Ownership and succession signals
  • Strategic fit analysis
  • Relationship intelligence
  • Workflow-ready delivery
Workflow DepthStandard
Signal CoverageBroad market
Delivery ModelReport delivery
ExclusivityNone
02
Workflow Partnership

For recruiting organizations combining advisor intelligence with operational outreach workflow and campaign infrastructure support.

Focus Areas
  • CRM and workflow integration
  • Prioritization refinement
  • AI-assisted research systems
  • Outreach infrastructure support
Workflow DepthSupported
Signal CoverageMulti-signal
Delivery ModelCRM-integrated
ExclusivityPartial
03
Embedded Infrastructure

An embedded recruiting engagement built around your advisor sourcing process, candidate pipeline, and internal workflow environment.

Focus Areas
  • Custom signal modeling
  • Workflow orchestration
  • Operational automation
  • Relationship tracking systems
Workflow DepthDeep
Signal CoverageCustom modeled
Delivery ModelOrchestrated
ExclusivityRegional
04
Strategic Exclusivity

Reserved for select recruiting firms requiring dedicated advisor coverage and protected visibility within a defined region or channel.

Focus Areas
  • Dedicated intelligence monitoring
  • Regional or category exclusivity
  • Proprietary workflow architecture
  • Strategic operational advisory
Workflow DepthEmbedded
Signal CoverageProprietary
Delivery ModelDedicated
ExclusivityFull
Embedded Infrastructure Layer
Recruiting Outreach Infrastructure

Custom outreach systems layered directly into your advisor recruiting workflow. Includes automated LinkedIn sequencing, personalized email infrastructure, CRM orchestration, pipeline tracking, and AI-assisted contact enrichment tailored to how your recruiting operation already runs.

01
Recruiting Target Profile

Advisor sourcing profiles built using tenure signals, title filters, contract windows, production indicators, and platform alignment scoring.

02
Verified Advisor Contacts

Verified emails, LinkedIn profiles, organizational visibility, and recruiting-relevant contact intelligence delivered on a weekly cadence.

03
Recruiting Match Reasoning

Why each advisor aligns to your recruiting criteria specifically. Reasoning tied to mobility indicators, firm fit, geography, and platform compatibility rather than generic scoring.

04
Recruiting Risk Flags

Contract timing, platform retention risk, organizational dependencies, and recruiting friction surfaced before outreach begins.

05
Campaign-Ready Delivery

CRM-ready exports and recruiting workflow delivery designed for active recruiting operations, outreach sequencing, and relationship development.

06
Continuous Refinement

Targeting models improve continuously using outreach outcomes, recruiting feedback, and advisor engagement behavior over time.

The Economics
The advisors most likely to move tomorrow are already showing signals today.

Most recruiting outreach starts after an advisor is already in conversations with competing firms. RVMPD surfaces advisors showing early mobility signals before they enter the market. Every week without signal is a recruit someone else is already building a relationship with.

Early
Before advisors enter the open market
First
Contact before competing firms reach out
Limited
Active recruiting profiles onboarded