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Company Description
Willis Consulting is a specialist financial advisor recruitment and executive search firm founded in 2000 by Wall Street veteran Bill Willis. Headquartered in Los Angeles with an additional office in Phoenix, the firm partners nationwide with leading wealth management organizations including national wirehouse and regional brokerage firms, bank brokerage channels, independent broker-dealers, corporate and bespoke RIAs, HNW and UHNW boutiques, major custodians, and insurance broker-dealers. Exclusively focused on the financial advisory profession, Willis Consulting helps experienced advisors evaluate career options and manage seamless transitions, whether moving between firms or going independent via IBD, hybrid, or RIA models. Its recruiters bring decades of frontline industry experience and trusted relationships to deliver confidential market intelligence on culture, platforms, technology, product access, back-office support and clearing, compensation structures, and compliance environments, ensuring each move aligns with an advisor’s book, client needs, and long-term vision. The team leverages deep negotiation expertise to enhance advisors’ leverage on transition assistance and deal terms while safeguarding client continuity and growth. For hiring organizations, Willis Consulting provides targeted access to top-producing talent and leadership, including million-dollar-plus producers, through a rigorous, consultative search process that emphasizes fit, integrity, and measurable results. Beyond search, the firm advises on succession planning and practice valuation, connecting advisors with opportunities that preserve control and legacy while optimizing outcomes for clients and teams. With a national footprint, a collaborative team of dedicated financial advisor recruiters, and a track record built on discretion, responsiveness, and market insight, Willis Consulting translates evolving industry trends into practical guidance that empowers both advisors and firms to make confident, informed decisions.
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