About Us
About Us
About Us
Our Story
Advisor Launch Lab began in 2023 when a recruiter and a former advisor, who met in 2016 at a broker-dealer, put their heads together to solve a major industry problem:
Next-gen advisor retention.
Too many advisors join financial planning firms and leave after a year for a number of reasons including bad fit, lack of support, undeveloped potential, and many more.
All of these problems are costly and time-consuming.
More important than hiring the right advisor to join your team, is an environment that supports their growth as an extension of your team. That's where we come in.
Advisor Launch Lab is your partner in finding, training, and helping you retain your next generation of advisors, so you can focus on what you do best—working with clients—while we handle the rest.
Our Story
Advisor Launch Lab began in 2023 when a recruiter and a former advisor, who met in 2016 at a broker-dealer, put their heads together to solve a major industry problem:
Next-gen advisor retention.
Too many advisors join financial planning firms and leave after a year for a number of reasons including bad fit, lack of support, undeveloped potential, and many more.
All of these problems are costly and time-consuming.
More important than hiring the right advisor to join your team, is an environment that supports their growth as an extension of your team. That's where we come in.
Advisor Launch Lab is your partner in finding, training, and helping you retain your next generation of advisors, so you can focus on what you do best—working with clients—while we handle the rest.
Our Story
Advisor Launch Lab began in 2023 when a recruiter and a former advisor, who met in 2016 at a broker-dealer, put their heads together to solve a major industry problem:
Next-gen advisor retention.
Too many advisors join financial planning firms and leave after a year for a number of reasons including bad fit, lack of support, undeveloped potential, and many more.
All of these problems are costly and time-consuming.
More important than hiring the right advisor to join your team, is an environment that supports their growth as an extension of your team. That's where we come in.
Advisor Launch Lab is your partner in finding, training, and helping you retain your next generation of advisors, so you can focus on what you do best—working with clients—while we handle the rest.
Our Core Values Help Us Build a Better Future Together
Leave Things Better Than You Found Them
We aim to make a lasting, positive impact on you and your team. By continually improving our processes and leaving a legacy for the next generation of financial advisors, we help elevate the industry.
Fail to Prepare, Prepare to Fail
Success starts with preparation. We believe in meticulous planning and hiring the right people for the right roles, ensuring every step of the launch process is set up for success.
Question Everything
Innovation comes from curiosity. We challenge the status quo, embrace diverse perspectives, and foster transparency to drive progress and inclusion in the financial services industry.
Radical Transparency
Open, honest communication is key. We believe in clear insights, ongoing feedback, and candid conversations to ensure a collaborative and successful advisor launch journey.
Success Should Be Fun
Work should be fulfilling and enjoyable. We celebrate achievements, encourage creativity, and promote a balanced work-life approach. While we take our mission seriously, we never forget to enjoy the ride.
Our Core Values Help Us Build a Better Future Together
Leave Things Better Than You Found Them
We aim to make a lasting, positive impact on you and your team. By continually improving our processes and leaving a legacy for the next generation of financial advisors, we help elevate the industry.
Fail to Prepare, Prepare to Fail
Success starts with preparation. We believe in meticulous planning and hiring the right people for the right roles, ensuring every step of the launch process is set up for success.
Question Everything
Innovation comes from curiosity. We challenge the status quo, embrace diverse perspectives, and foster transparency to drive progress and inclusion in the financial services industry.
Radical Transparency
Open, honest communication is key. We believe in clear insights, ongoing feedback, and candid conversations to ensure a collaborative and successful advisor launch journey.
Success Should Be Fun
Work should be fulfilling and enjoyable. We celebrate achievements, encourage creativity, and promote a balanced work-life approach. While we take our mission seriously, we never forget to enjoy the ride.
Our Core Values Help Us Build a Better Future Together
Leave Things Better Than You Found Them
We aim to make a lasting, positive impact on you and your team. By continually improving our processes and leaving a legacy for the next generation of financial advisors, we help elevate the industry.
Fail to Prepare, Prepare to Fail
Success starts with preparation. We believe in meticulous planning and hiring the right people for the right roles, ensuring every step of the launch process is set up for success.
Question Everything
Innovation comes from curiosity. We challenge the status quo, embrace diverse perspectives, and foster transparency to drive progress and inclusion in the financial services industry.
Radical Transparency
Open, honest communication is key. We believe in clear insights, ongoing feedback, and candid conversations to ensure a collaborative and successful advisor launch journey.
Success Should Be Fun
Work should be fulfilling and enjoyable. We celebrate achievements, encourage creativity, and promote a balanced work-life approach. While we take our mission seriously, we never forget to enjoy the ride.