For Advisors, Firm Leaders and Wealth Management Executives
Lead-Advisor, LLC is an affiliate company of Pontem with a niche focus on the wealth management industry. Lead Advisor is a wealth management collective that specializes in building firms, practices and careers.
Lead by two Certified Financial Planners with 15+ years each of working in the wealth management industry, we provide creative perspective, time leverage and industry insights for growth focused businesses and professionals. With a niche on talent acquisition and development, we partner with firms and practices to help solve for service, scalability and succession planning. We also empower professionals in the field through their career strategy coaching, leadership development and study groups.
We accomplish this through creative content, concierge advice and actively finding qualified talent