Strategy & Resources LLC, founded by Matt Lynch, links corporate strategy with the art of the possible in order to implement positive change. Our process is based on the understanding that a firm not only must clearly articulate its strategy, but also must align its resources to support the strategy so the firm can prosper. Click here to learn more.
Tap into Coach Joe’s over 20 years of experience and over 40,000 individual coaching sessions with financial advisors. Click here to visit their website.
Impact Communications – Helping a Select Group of Financial Advisors Build and Enhance their Practices since 1988. Your one-stop marketing and PR solution. Click here to visit their website.
Join Our LinkedIn Group – Succession Planning for Financial Advisors
“Mitch was very helpful in assessing the market and in forwarding for our review only candidates he felt met our criteria (the establishment of which he assisted). He was effective at monitoring the verbal and in person interview process. Finally, he was very effective at helping to negotiate our finalist’s offer. We would be pleased to work with Mitch again.”
“Mitch delivered the highest caliber group of candidates for a strategic positioning one of our Florida firms. He certainly knows the market and is well connected.”
“Securities Service Network used Turning Point Inc to fill a key management position. Mitch and his team are consultative in their approach, sharing invaluable insight in the process. Turning Point Inc. is responsive and easy to work with. They communicate on a regular basis during the search and have found us some outstanding candidates. I certainly would use Turning Point again.”
“We have used Turning Point Inc. on many occasions to fill key positions at Royal Alliance. Mitch and his team have just recently filled positions in our regional management, marketing and compliance departments–each one with a high-quality candidate. Turning Point is always responsive and easy to work with. They communicate on a regular basis during the search, and do a terrific job at matching candidates to the position and the corporate culture here at Royal. I certainly would use Turning Poi…
“Turning Point Inc. has played a major role in the growth we have experienced at Cambridge Investment Research, Inc. Mitch brought to us our Chief Operating Officer and other key members of our management team. We have had a great working relationship with Turning Point Inc. and value the contribution they have made to our success.”
“It’s all in who you know isn’t it? Mitch has been a friend for over 15 years. However, I had never used his services. We’d seen each other at conferences and meetings and he was always aware, connected and concerned that my firm was doing well. I needed to bring in a Director of Operations to run my business so I could focus on what I love doing best – working with my clients. I called Mitch and within a few weeks he had given me three qualified candidates -one of whom, we hired. He made my hir…
Mitch Vigeveno handled a complex search for a COO for our RIA firm. He presented four exceptional candidates and continued to work closely with me throughout the process. I selected Mitch because several sources told me he is the best in this space, and I couldn’t agree more with that assessment.
“We have turned to the Turning Point team to fill Managing Principal positions here at Lincoln Financial Advisors, in multiple markets across the country. We have found them to be the utmost professionals, consistently responsive, easy to work with, and most importantly we have been pleased with the quality of candidates we have received. They communicate diligently during the search process and the candidates we’ve hired through them have proven to be excellent hires. I would not hesitate to us…
Looking for some strong candidates or perhaps some other tools to make your job easier? The links below provide you with helpful resources, articles, and newsletters that will assist you in honing your management strategy.
Contract Staffing Services
“Mitch was referred to me by an industry professional. At first, I was unsure as to the value a ‘headhunter’ would bring to me at a very critical time in my professional life. Although I was impressed by our initial conversations by phone, he took the time to drive and meet me at a convenient location, at which point I began to really appreciate Mitch’s personal approach to learning about me, my personality, current situation and, most importantly, what my vision was going forward. With sincere …
Mitch and his firm aggressively sought candidates to join our firm as associates with partnership potential. We were extremely pleased with the quality of people that he provided. Mitch is result oriented and provides great follow-up.
I have referred Mitch clients looking for new broker dealer opportunities. Mitch has always provided superior advice and excellent service. He has always been a true professional. I highly recommend Mitch whenever a client has a recruiting need.