Case Studies
Workshop
About Event
Everyone wants to grow—but the firms pulling ahead aren't recruiting more advisors. They're recruiting the right ones.
Too many recruiting decisions are still based on gut instinct, warm introductions, and hopeful conversations. Join Milemarker to discover how firms are using AI and data to identify advisors who are the best fit before the first meeting. Learn how Navigator transforms recruiting from a guessing game into a repeatable, data-driven strategy.
Featuring
Jud Mackrill — CEO, Milemarker
Jessica Perez — VP of Growth, Milemarker
What You'll Learn
In this session, industry leaders will discuss:
✅ How to build an ideal advisor profile using your firm's data
✅ Ways to benchmark your firm against the broader advisor landscape
✅ How AI helps identify advisors most likely to succeed at your firm
✅ Strategies for creating a scalable, data-driven recruiting process
Don't miss this opportunity to learn how leading firms are using AI and data to recruit smarter, accelerate growth, and build stronger advisory teams.
