Recruiting Coaching & Development

Are you a financial advisor looking to take your career to the next level? Do you want to build a thriving and successful team? Our comprehensive recruiting, coaching, and development programs are designed to help you achieve your goals and reach your full potential. We understand the challenges of the financial industry and the ever-changing demands of clients.

Colin Mckenna has recruited, coached, and developed 100s of financial professionals, ensuring their success in providing financial advice. As a result, Colin’s team was consistently ranked in the top 10 among over 225 Vice Presidents and was the highest-producing and #1-ranked team for two consecutive years achieving the coveted Gold National Builders Trophy. He also achieved a record-breaking 67 and 70% retention and development rate among his advisors for the firm.

Through our many years of experience, we have developed a proven system, that when implemented serves as a roadmap to success.

Recruiting

We know how hard it is to build a team. Our financial advisor recruiting services bridge the gap between talented advisors and leading financial firms. Our recruiting services are tailored to match you with the best-fit that aligns with your firm’s values and expectations to help you find the perfect fit. Once advisors settle in with the new firm, our coaching and development programs will advisors sharpen their skills and reach their full potential.

We can help your firm recruit:

  • Career Changers

  • Recent College Grads

  • Experienced Advisors

Coaching & Development

Everest Wealth Partners provides coaching & development for leadership, teams, and individual advisors.

We are dedicated to helping financial advisors reach their full potential and achieve success in their careers. We have recruited, coached, and developed 100s of financial professionals and understand the challenges and complexities of the financial industry. Our coaching program is designed to enhance skills, sharpen strategy, and increase confidence in abilities.

Through one-on-one coaching sessions or working in a group setting, we will work to establish goals and create an action plan to help you reach them. We provide feedback and support as you navigate through different challenges and opportunities, helping you to develop and refine your skills.

Our coaching and development services cover a wide range of topics, including client acquisition and retention, building a strong referral network, effective communication and presentation techniques, time management and efficiency, and much more. We use a combination of proven tools and industry expertise to ensure that you are equipped with the necessary tools and knowledge to succeed in today's competitive financial landscape.

Let’s work together.

Interested in working together? Fill out some info and we will be in touch shortly! We can't wait to hear from you!