Everyone wants to grow right now.
For most firms, that means recruiting. More advisors. More assets. More reach.
But here's what I keep seeing: firms recruiting on gut. A warm intro. A good conversation. A hope that the next advisor sticks.
Hope isn't a strategy. That's not a recruiting problem. It's a data problem.
What if you knew, before the first call, which advisors would thrive at your firm? Not a hunch. A profile. Built from your data, measured against the entire advisor universe.
When you recruit on data, everything changes:
Profile— who your advisors are and how they really manage money
Benchmark— your best against the full SEC data set, not your gut
Replicate— find more like the ones already winning
Recruit— walk in with proof, not a pitch
That's Navigator. The AI layer on your data: recruiting stops being a guess and becomes a target.
Firms using tech to attract advisors, not just serve them, have added $40B doing it.
Milemarker is hosting a live webinar to cover this on July 22nd at 1:00 pm ET, featuring Jessica Perez and me.
Register now or respond to this email
The firms pulling ahead aren't recruiting more advisors.
They're recruiting the right ones.
Jud Mackrill
Co-Founder & CEO, Milemarker
