Igniting the Future of

Financial Advisors

Launch now

End-to-end support for hiring, training, and retaining your team’s next generation of financial professionals.  We’re the co-pilot you’ve been looking for to take your practice to the next level. Born in 2023, in collaboration with a recruiter and a former advisor, we’re not just solving a problem: we’re transforming the industry one Next-Gen Advisor at a time.

Launch now

Igniting the Future of

Financial Advisors

Launch now

End-to-end support for hiring, training, and retaining your team’s next generation of financial professionals.  We’re the co-pilot you’ve been looking for to take your practice to the next level. Born in 2023, in collaboration with a recruiter and a former advisor, we’re not just solving a problem: we’re transforming the industry one Next-Gen Advisor at a time.

Launch now

Igniting the Future of

Financial Advisors

Launch now

End-to-end support for hiring, training, and retaining your team’s next generation of financial professionals.  We’re the co-pilot you’ve been looking for to take your practice to the next level. Born in 2023, in collaboration with a recruiter and a former advisor, we’re not just solving a problem: we’re transforming the industry one Next-Gen Advisor at a time.

Launch now

Launch into Advisor Success...

Hire a New Advisor

We work with your team to identify the right kind of role, craft a job description tailored to your needs, and source and select the best candidates. We manage the interviewing process and help you avoid simple mistakes that cost teams great talent, saving you time and money.

Hire

Train a New Advisor

Most teams lack the time, experience, or desire to train a brand-new advisor from scratch. Our Advisor Launch Plan provides your next-gen advisor with the blueprint and supplies they need to develop the proper habits for success and get up to speed quickly—leverage our expertise and save your team time.

Train

Keep a New Advisor

If your team has slightly experienced advisors in the survival phase of their journey, they need accountability, creative marketing ideas, and help winning clients. Our Advisor Risk Tolerance assessment and subsequent coaching ensures your advisors are aligned with the right role and have all the tools they need to be successful.

Keep

Launch into Advisor Success...

Hire a New Advisor

We work with your team to identify the right kind of role, craft a job description tailored to your needs, and source and select the best candidates. We manage the interviewing process and help you avoid simple mistakes that cost teams great talent, saving you time and money.

Hire

Train a New Advisor

Most teams lack the time, experience, or desire to train a brand-new advisor from scratch. Our Advisor Launch Plan provides your next-gen advisor with the blueprint and supplies they need to develop the proper habits for success and get up to speed quickly—leverage our expertise and save your team time.

Train

Keep a New Advisor

If your team has slightly experienced advisors in the survival phase of their journey, they need accountability, creative marketing ideas, and help winning clients. Our Advisor Risk Tolerance assessment and subsequent coaching ensures your advisors are aligned with the right role and have all the tools they need to be successful.

Keep

Launch into Advisor Success...

Hire a New Advisor

We work with your team to identify the right kind of role, craft a job description tailored to your needs, and source and select the best candidates. We manage the interviewing process and help you avoid simple mistakes that cost teams great talent, saving you time and money.

Hire

Train a New Advisor

Most teams lack the time, experience, or desire to train a brand-new advisor from scratch. Our Advisor Launch Plan provides your next-gen advisor with the blueprint and supplies they need to develop the proper habits for success and get up to speed quickly—leverage our expertise and save your team time.

Train

Keep a New Advisor

If your team has slightly experienced advisors in the survival phase of their journey, they need accountability, creative marketing ideas, and help winning clients. Our Advisor Risk Tolerance assessment and subsequent coaching ensures your advisors are aligned with the right role and have all the tools they need to be successful.

Keep

Where Advisor Launch Lab Steps In

Our industry has a 92% failure rate. It’s shocking and avoidable. 

Too many firms lose talented young advisors within their first year due to poor fit, lack of support, and untapped potential. These issues are costly, time-consuming, and prevent growth. Additionally, many independent advisor practices face a unique challenge: they lose the resources for hiring and training new advisors that they once had in larger firms. 

Advisor Launch Lab was created to help close the gap between the desire for Next-Gen talent and the reality of what those advisors need to be successful. We believe that hiring the right advisor is just the first step—the real key to success is creating an environment that fosters growth, development, and long-term success. 

Our solution provides you with the tools to recruit, train, and retain the next generation of advisor talent. Partnering with a network of industry experts and experienced former advisors, we help you build a succession plan that ensures the continued success of your business. From recruiting to onboarding, our fractional training and development team stays with you to create custom training plans, helping new hires ramp up quickly and effectively.

By working with Advisor Launch Lab, you not only retain top talent but also save valuable time and resources.

Together, we’ll build the future of your practice.

Meet the Team
Meet the Team
Meet the Team