Workshop
Getting Real About Recruiting Advisors - FINTRX + Milemarker Workshop
Getting Real About Recruiting Advisors - FINTRX + Milemarker Workshop
Getting Real About Recruiting Advisors - FINTRX + Milemarker Workshop
Milemarker
February 26, 2025
Finding the Right Fit
Every advisor is unique. Their hopes, dreams, ambitions—they all vary. Their values? Not always aligned. And if you're not careful, you can waste countless hours (and dollars) recruiting the wrong people.
Featuring
Russ D'Argento — Founder & CEO, FINTRX
Jud Mackrill — Co-Founder, Milemarker
Jessica Perez — VP of Growth, Milemarker
What You'll Learn: Strategic Recruiting
In this session, we'll cover:
How to use FINTRX data to identify advisors who truly fit your firm
The best tactics I've used to help scale some of the largest wealth management firms in the country
How firms are leveraging data right now to drive growth
The role of third-party consultants—when they're helpful and when they distance you too much from the right audiences and a proper sales channel
If you're serious about building a team that aligns with your firm's goals, don't miss this opportunity to learn how to recruit smarter and scale faster.
Workshop
Getting Real About Recruiting Advisors - FINTRX + Milemarker Workshop
Milemarker
February 26, 2025
Finding the Right Fit
Every advisor is unique. Their hopes, dreams, ambitions—they all vary. Their values? Not always aligned. And if you're not careful, you can waste countless hours (and dollars) recruiting the wrong people.
Featuring
Russ D'Argento — Founder & CEO, FINTRX
Jud Mackrill — Co-Founder, Milemarker
Jessica Perez — VP of Growth, Milemarker
What You'll Learn: Strategic Recruiting
In this session, we'll cover:
How to use FINTRX data to identify advisors who truly fit your firm
The best tactics I've used to help scale some of the largest wealth management firms in the country
How firms are leveraging data right now to drive growth
The role of third-party consultants—when they're helpful and when they distance you too much from the right audiences and a proper sales channel
If you're serious about building a team that aligns with your firm's goals, don't miss this opportunity to learn how to recruit smarter and scale faster.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
