Elite Talent That Accelerates Your Firm’s Growth
The Hidden Cost of Every Empty Seat
Every week without the right hire is costing your firm $10,000’s
You didn’t build your firm to coast. You built it to grow.
But right now, every seat that’s empty – or filled with the wrong person – is siphoning off revenue you should already be capturing. It’s lost opportunities, delayed growth, and executive hours wasted on interviews that go nowhere.
At The Well, we exist for one reason: to deliver the elite advisors and operators who multiply your revenue, protect your time, and accelerate your firm’s trajectory.
The Pressure You Can’t Ignore
Your firm is growing – but your team can’t carry the load forever.
- Your A-players are stretched thin. The more you lean on them, the closer they are to burning out or walking away.
- Things are starting to slip. The service your clients expect - and your brand promises - is at risk of being compromised.
- Your reputation is on the line. In this business, one missed detail or one neglected client can undo years of credibility.
- Opportunities are passing you by. You can see the market share that should be yours, but without the right people, you can’t capture it.
Here’s the math: according to Schwab, the average professional hire in a wealth management firm generates $50,000 per month in revenue. Every empty seat is costing you $12,500 per week.
That’s not pocket change. That’s millions in lost growth every year – all because the right person isn’t in the right seat.
When Delay Becomes Decay
You already know talent is the bottleneck between where you are and where you want to be.
But here’s what too many leaders underestimate:
Your team won’t tell you when they’re at the breaking point.
They’ll quietly disengage, take recruiter calls, and eventually leave.
Your clients won’t announce when they feel neglected.
They’ll just move assets to a competitor with more capacity.
Your reputation won’t collapse overnight.
It will erode slowly, until one day the brand you built no longer carries the same weight.
Your competitors won’t wait.
They’re hiring. They’re scaling. And the market share you could have captured this year may never be available again.
Every month without the right person in the seat isn’t just lost revenue. It’s lost momentum. Lost trust. Lost ground.
In wealth management, you don’t get those back.
Authority Forged Inside the Industry
The Well is not another résumé shop. We are the only recruiting partner built from within wealth management itself.
- Proven leadership experience. Our founder, Steve Perry, spent 17 years at a Fortune 100 wealth management firm. He began as an advisor, built a team of 40 from scratch, and by the end of his career was running a firm of 125 employees as Managing Partner. He’s interviewed thousands and hired hundreds – firsthand experience in building elite teams.
- Technology advantage. We’ve invested more than $500,000 in an industry-specific recruiting stack & data with over 40 integrated platforms.
- World-class tech leadership. Our full-time technology architect previously did top-secret AI/ML work for the U.S. government. Today, he applies that expertise to make us the most technologically advanced recruiting firm in wealth management.
- Exclusive inbound network. Every month, advisors and executives - from service advisors to COOs to nine-figure producers - approach The Well directly. These are candidates you will never find on job boards.
- Specialized recruiting talent. Our recruiters don’t sell, multitask, or work outside this industry. They recruit - full-time, exclusively in wealth management - and they are compensated at a level no individual firm could offer, which allows us to retain the best recruiting talent in the market.
- Prayer as strategy. We partner with more than 30 Bible College students who pray daily by name for our clients, candidates, and company. We view this as a true strategic advantage - and we’ve seen results that can’t be explained any other way.
This is why The Well is in a category of one: speed, precision, and discretion backed by lived experience in wealth management.
The White Glove Recruiting Process
Hiring elite talent isn’t about volume. It’s about precision, protection, and ROI. That’s why every search we take on follows a structured, high-touch system built for firms like yours:
Deep Discovery
We align on your culture, growth goals, and client promises.
Precision Sourcing
Our 40-platform tech stack and proprietary inbound database uncover candidates others can’t.
Video Profiles
Every candidate includes a video cover letter. You see how they think and present before you invest your time.
Hands-On Support
From interviews to offers, we manage every detail with white-glove care.
Dedicated Recruiter
Assigned solely to recruiting search, working only in wealth management.
Intensive Screening
Every candidate vetted for performance, values, and culture before you ever see them.
Curated Introductions
Only the top 2–3% of sourced candidates reach your desk.
Deep Discovery
We align on your culture, growth goals, and client promises.
Dedicated Recruiter
Assigned solely to recruiting search, working only in wealth management.
Precision Sourcing
Our 40-platform tech stack and proprietary inbound database uncover candidates others can’t.
Intensive Screening
Every candidate vetted for performance, values, and culture before you ever see them.
Video Profiles
Every candidate includes a video cover letter. You see how they think and present before you invest your time.
Curated Introductions
Only the top 2–3% of sourced candidates reach your desk.
Hands-On Support
From interviews to offers, we manage every detail with white-glove care.
This process doesn’t just fill a seat. It saves your executives hundreds of hours and recaptures lost revenue.
Proof That Matters
We measure success in ROI, not résumés.
With The Well, you gain back your time, protect your brand, and accelerate your growth.
Roles We Recruit Across Wealth Management
The Well recruits elite talent across the entire spectrum of wealth management — from client-facing advisors to executive leadership to the support teams that keep firms running at the highest level.
Advisors & Planners
- Lead Advisors
- Service Advisors
- Wealth & Financial Planners
- Succession Planning Advisors
- Business Development Advisors
- Client Onboarding & Servicing Specialists
- Certified Financial Planners (CFP)
- Chartered Financial Consultants (ChFC)
- Certified Investment Management Analysts (CIMA)
- Seasoned Wealth Management Veterans
Executive Leadership
- Chief Executive Officer (CEO)
- Chief Operating Officers (COO)
- Chief Investment Officers (CIO)
- Chief Revenue Officers (CRO)
- Chief People Officers (CPO)
- Chief Technology Officers (CTO)
- Chief Marketing Officers (CMO)
- Compliance Officers
- Heads of Sales & Business Development
- HR & Operations Leaders
Support & Operations
- Client Service Associates (CSA)
- Paraplanners
- Operations Specialists
- Administrative Coordinators
- IT Support Technicians
- Marketing Coordinators
- HR Coordinators
- Training & Development Specialists
- Office Managers
- Data Analysts
- Bookkeepers
Whatever your firm needs to grow — from the front line to the C-suite — The Well has the network, the process, and the credibility to deliver.
Our clients are saying
“The Well has been a great recruitment resource for our firm! They understand our company culture and goals and customize the candidates that they send. The communication is great and my contact is always very responsive. We have hired several candidates from the Well and are happy with the quality of candidates they send our way!
Melisa Bingham
HR Director, BOSS Retirement Solutions
Partnering with The Well Recruitment has been a game-changer for our team. Their expertise and support have not only helped us achieve key milestones faster, but also allowed us to rethink how we grow and structure our talent. It’s been an incredibly valuable relationship, and we’re excited for what the future holds.
Wes Wood
CEO, Wood Financial Group
I needed good communication and a fast turn around. The Well team recognized and responded to this urgency with professionalism. The team listened to my needs and found a Client Service Associate that has met all of our needs. A near perfect fit! Thank you!”
Anthony Watts
Founder
The Well Advantage
When the risk is gone, what’s left is opportunity.
- Dedicated Recruiter, Assigned to You
- Elite Technology Stack (40+ platforms, $500K+ investment)
- Exclusive Inbound Network (candidates you’ll never see elsewhere)
- Video Profiles on Every Candidate
- Faith + Prayer Covering
- ROI Obsession
With The Well, you unlock an elite recruiting machine built for your world, your growth, and your future.
How We De-Risk Every Hire
Hiring doesn’t have to feel like a gamble. We’ve built safeguards into every engagement:
With The Well, hiring becomes a strategic advantage – not a liability.
Why Delay Costs More Than Our Fee
In wealth management, time compounds. Every month a role sits unfilled, your firm loses both revenue and leadership bandwidth. Fidelity research shows the average revenue per employee in wealth management is nearly $600,000 annually – about $50,000 per month.
The cost isn’t just financial:
- Executives lose focus.
- Teams burn out.
- Service slips and brands weaken.
That’s why our clients view our fee as an investment that pays for itself almost immediately. We are not the cheapest – and we never will be. But the return on a single great hire dwarfs the cost.
With The Well, you buy back time, revenue, and peace of mind.
A Bigger Future, Built Together
At The Well, recruiting isn’t about résumés. It’s about reshaping the future of an industry.
Our vision is bold:
- 100,000 elite placements by 2030
- Firms thriving, not surviving
- Generational impact on families, businesses, and communities
Our conviction is clear:
- Faith-founded, prayer-powered
- ROI-obsessed
- Legacy-driven
When you partner with The Well, you don’t just hire. You multiply. You scale. You protect your brand, your revenue, and your legacy.
The future of your firm is not tomorrow. It’s the decision you make today. Let’s build it together.
