If it’s your goal to find the perfect Financial Advisor, Insurance Agent, CPA, or Junior Advisor to join your practice, we can connect you to qualified professionals to begin the conversation.

If it’s your goal to acquire practices, we can connect you to those who are selling their practice, so you can discuss the details of a succession plan or a merger.

If it's your goal to sell your practice, we can connect you with a financial professional who is actively looking to buy.

MXT Associates will connect with you to discuss your recruiting goals and our client structures to build a recruiting plan that is perfect for your recruiting campaign.

Campaigns include the following recruiting methods:

• Cold calling

• Social media

• Email blasts

• Text blasts

• MXT Associates has over 75,000 candidates currently in our pipeline. We’ll reach out to those who will be a good fit for your firm.

  • Additionally, you can provide a list of leads you would like for us to reach out in addition to us contacting those in our pipeline.

We put a bio together including information about you, the position(s) with your firm and the candidate criteria that you provide to us.

Our leads are carefully vetted and confirmed.

We assist you with follow up (if you are unable to make contact, please notify us via email and we will rewarm the lead)

Our Client Relations Manager will have a monthly conversation to go over current candidates in your pipeline.

We reach out to potential candidates in your area of focus.

If the contact has expressed interest in making a move or learning more about the opportunity, MXT Associates will obtain the needed information from the lead.

Once the lead information is obtained, we’ll send it to you to make contact with the lead.

Simultaneously we’ll send the lead information on your firm provided by you.