MILEMARKER WEBINAR

Data-Driven Recruiting

This session has already aired. Request access to the full recording — how firms use AI and data to identify advisors who fit before the first meeting.

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This session has already aired. Tell us a little about your firm and our team will review your request and send you access.

What you'll learn

01.

How to build an ideal advisor profile using your firm's data

How to unify custodian, CRM, and portfolio data into a single normalized view

02.

Ways to benchmark your firm against the broader advisor landscape, and how AI identifies advisors most likely to succeed at your firm

Automation playbooks that eliminate manual reporting and free advisor time

03.

Strategies for creating a scalable, data-driven recruiting process

The infrastructure decisions separating fast-growing firms from the rest

About this webinar

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. See how firms are using AI and data to identify advisors who are the best fit before the first meeting, and how Navigator transforms recruiting from a guessing game into a repeatable, data-driven strategy.

The recording is shared on request. Tell us a little about your firm and our team will review the request and send you access.

Everyone wants to grow—but the firms pulling ahead aren't recruiting more advisors. They're recruiting the right ones.

The recording is shared on request. Tell us a little about your firm and our team will review the request and send you access.