Client Services

CLIENT SERVICES

how we do it

recruiting solutions

We use the latest in digital recruitment technology to free up our recruiters to work in a way that's more human; focusing our energy on what's important - bringing talent and opportunity together in one of three ways:

THE 3P Provision People Process

Success doesn’t happen by accident. It's the product of hard work, the right strategy, and a dash of creativity.

We've designed our process to promote a partnership where our hard work earns your trust, the right strategy gets you the talent you desire, and a dash of creativity makes sure that your opportunity is one that candidates will be clamoring for.

Now more than ever, top talent always has options. We've designed our process with that in mind, so you can win against your competition while still maintaining your professionalism and integrity.

explore how

STEP ONE:

discovery

We co-develop your Employer Value Proposition, interview internal top-performers to create a benchmark, and create a Performance Profile to set expectations.

We will also define and have a clear understanding of your teams DNA (the defining traits of your companies’ top performers). From there, a scorecard will be created based on DNA that will be a benchmark for all future hires.

STEP TWO:

MARKET MAP

We will leverage our database building and custom sourcing process which provides a direct pipeline to results-driven talent that’s not reached by your typical 1:1 strategies such as job postings, cold calls, or cold emails.

This gives you access to 98% of the entire market, accessing the top 10% of in-demand, results-driven financial services talent not found actively seeking opportunities on the job boards. This is where your A-Players live.

STEP THREE:

ENGAGEMENT

We leverage our strategic position to shout from hilltops about you, by utilizing a multi-faceted 24/7/365 recruitment campaign to include: email, social media, personalized video, cold-calls, and even direct mailers.

We will also create a custom landing page for your opportunity, with personalized messaging that speaks directly to the candidates' pain points offering them a new perspective much stronger than what they hear from the typical contingency recruiter "canned" messaging.

STEP FOUR:

the filter

We filter your A-Player potentials through evidence-based assessment interviews using 7 key factors which weeds out the bottom 90%. The top 10% are presented

along with executive summaries, pre-recorded video interviews, and references.

After interviewing hundreds of top-tier financial advisors and leaders, we have a keen eye for details, meaning we only send you the best-of-the-best, and nothing less.

STEP FIVE:

THE INTERVIEW

We work hand in hand with you to design a bullet-proof interview process designed to almost completely de-risk your hire.

We work with you to develop your scorecard, design competency and DNA interviews as well as providing you with the pain points the candidates are facing in their current position that will allow you to highlight your unique EVP.

STEP SIX:

THE RED ZONE

We work diligently to make sure the A-Player you want to hire is not only excited to join your company, but also completely vetted by walking our thorough referencing methodology and social media

review.

At this stage, you will know exactly how your top candidate thinks, enabling you to make an offer too good to turn down, without relying solely on compensation.

STEP SEVEN:

ONBOARDING

We will work with you and your management team to provide far beyond the industry standard for your onboarding, making your future superstar feel welcome and at ease right from day one.

We will create an onboarding packet that introduces your new-hire to your organization with a personal summary that includes family info, interests, and hobbies, so they can feel like they are an integral part of your team right away.

STEP EIGHT:

RETENTION

We help you retain your new-hire through their critical first 12 months by performing informal interviews which will include their leader's comments as well as how the new-hire feels your Employer Value Proposition is living up versus expectations.

During these interviews, we will also compare your new-hire's actual performance to benchmark against your Performance Profile (Step #1). Of course this is all backed up by our Full One-Year Guarantee.

HOW WE

ACCOMPLISH THIS

We know that the magic only happens with the right combination of genuine talent, visionary leaders, and mission-driven companies. That’s why we strive to look beyond job requirements and polished resumes.

While our team is deeply embedded in the financial services world, our true expertise is knowing people: people who are genuine, talented, and capable.

Our proprietary 3P Provision People Process has been designed from the ground up to eliminate the guesswork and frustration from the typical hiring process, and to make hiring your next future superstar as easy as booking a call with us.

HOW DOES IT WORK?