Advisor Recruiting, Rewired for Scale

We help firm owners rethink how they recruit, develop, and grow top-tier advisors. Our consulting support blends hands-on expertise with frameworks you can operationalize, fast.

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Book a Strategy Call

From Gut Feel
to Growth System

Most firms recruit based on instinct. We help you build a structured, scalable engine that attracts the right advisors and moves them through your pipeline with precision.

Undefined value prop or advisor pitch

Inconsistent onboarding and training

Low conversion from 1st call to sign

Advisor churn or culture misalignment

No CRM or tracking to support scale

Overreliance on personal networks

Consulting That Drives Real Change

We embed alongside your team to diagnose gaps, design better processes, and set you up for long-term growth.

Recruiting Strategy Audit

Evaluate what’s working, what’s not, and what needs to change

Brand + Pitch Refinement

Craft a clear, compelling message that attracts the right advisors
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Funnel + Process Design

Map each stage from first touch to signed offer

Onboarding System Buildout

Deliver a seamless experience that sets new advisors up to win

Consulting That
Fits Your Stage

One-Time
Audit

Get a snapshot of your recruiting
engine and a roadmap to improve it.

Advisory
Support

Monthly consulting to help refine
your funnel, process, and positioning.

Full
Buildout

We work side by side to design your advisor pitch, CRM pipeline, and onboarding system from scratch.

We’ve Built the Thing You’re Building

Revolt wasn’t built by consultants. It was built by people who’ve hired hundreds of advisors, run multi-location firms, and solved these challenges firsthand. We don’t bring you theory, we bring working models, live frameworks, and real-world solutions.

Let’s Build a Recruiting System That Works

If you’re serious about advisor growth, we’ll help you build the structure to support it.

Schedule an Intro Call