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Adding Talent to your Team

If it is your goal to find the perfect Financial Advisor to join your practice, we can connect you to qualified professionals to begin the conversation.


Mergers and Acquisitions

If it is 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.

Customized Recruiting Campaigns

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

Campaigns include the following recruiting methods:

  • Cold Calling

  • LinkedIn

  • Email Blasts

  • Text Blasts

  • Weekly Webinars about available

  • opportunities with all MXT Associates’ Clients

  • Plus, MXT Associates has over 15,000 candidates currently in our pipeline. We will reach out to those who will be a good fit for your firm.


Why it Works

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

Our leads are carefully vetted and confirmed.

You only pay for Leads that you want. 

We assist you with follow up-If you are unable to make contact, please notify us via email and we will rewarm the lead. 

The owner, Mike Torres, and our Recruiting Manager will have a monthly conversation to go over the pipeline and discuss updates on advisors looking to move and/or any practices for sell.

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How it Works

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 email the candidate information about the position with your company.

We will place the Lead in pending status and pass on to 2nd tier for further vetting and confirmation. 

2nd tier will reach out to the potential lead to discuss your company and either confirm or deny the lead.


Once a lead is confirmed, the information about the lead and any available connection times  will be emailed to you.


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