Find advisors likely to move.
For dealer recruiters and head-hunting desks: shortlist advisors at the firms you cover, then sort by movement likelihood.
Cold lists waste calls.
Without prior firms or credentials, every call starts cold.
Targets live in spreadsheets.
Shortlists passed around by email have no stages and no single copy.
What you know before the first call.
Prior firms
Employment history and previous firms, where on record.
Experience and credentials
Years in the industry and designations.
How to reach them
Email, phone, and website, with an on-demand email check.
Track every target to the offer.
A shared board from identified to offer, on recruiter accounts.
Signals built for recruiting.
Bands and scores on the advisor's profile, by plan.
Aidan MacLeod
Kestrel Point Securities · Halifax, NS
SignalTypeSamplePlan
Movement likelihoodBandHighEnterprise
Succession riskBandLowEnterprise
Client portabilityScore68Professional
Scores run 0 to 100.
Recruit on signal, not on rumour.
Send us your covered firms and see the advisors we hold.