We do our homework before we ever reach out. Our research team maps firms like yours from live market data, so this isn't a generic pitch. Here's what we see, and tell us what we got wrong.
$550M in AUM with a 14-person team puts Sterling in rare company, and firms at this size hit the same wall: growth isn't the problem, capacity is.
At your scale, the data points to three hires: a CFP to deepen planning capacity, a paraplanner to protect senior advisors' time, and a client service associate to keep the experience white-glove as you grow.
Firms this size typically still run through the founder. Every hour spent on work someone else should own is an hour not spent on the relationships and vision that got you here.
Most firms hire from whoever happens to apply. We start from the entire market: every qualified professional in your geography, including the ones who aren't looking. Here's an illustrative snapshot of what a market map for Sterling Wealth Partners covers.
Illustrative sample. Your live market map is built from real, current data.
Some firms want the data and will run with it. Some want the market warmed up before they engage. Some want it fully off their plate. All three paths are on the table.
Your complete candidate pool, mapped and delivered: names, roles, and how to reach them. You run the outreach; you own the process.
We market your firm to your target candidate pool for months before you ever recruit: your brand, in their inbox and feed, building familiarity so that when you call, they already know who you are.
Full-cycle headhunting on a contingency model. We identify, engage, and deliver the professionals who move your firm forward. No upfront retainer. You pay when we place.
Named the largest executive search firm in Texas by the Houston Business Journal, six-time Best Places to Work, and built on a performance-based model: no upfront retainer, ever.
"We were very particular in hiring the exact person that fits our criteria, culture and energy. I would use and recommend Encore again to anyone for their talent acquisition needs."
Cheston Syma, CEO
We align on the roles, the criteria, and what a great hire actually looks like for your firm.
Your complete candidate landscape, built from live data: who exists, who fits, and who's reachable.
We approach your targets directly and confidentially: the high performers who aren't on job boards.
You see a curated slate, not a resume pile. Nine of ten submittals earn an interview.
Offer, transition, and onboarding support so the hire sticks and the firm keeps moving.
Grab a time with our team and we'll walk through your market map live, no commitment required.
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