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"Tom was instrumental in building the recruiting function at LPL. He developed an entire process for adding Financial Consultants that is used throughout the organization. He has an almost sixth sense for getting into a candidate's head and determining if he or she will be a good long-term fit for the organization. His help with developing transitional compensation plans and his guidance in actually hiring the most desirable candidates have been invaluable. We found that by using Tom's process, the candidates we selected produced three-times more revenues than before. I highly recommend making use of Tom's know-how when it comes to recruiting."

—Dee Flesch
Former Recruiting Manager, LPL Financial Institution Services

Hiring & Advisor Acquisition Solutions

Why This is Important to You

Hiring the wrong person can cost you up to three times the individual’s annual compensation and is a multidimensional setback.Hiring Solutions

You not only absorb the direct expense associated with recruiting, training, and supporting the new employee, but you, your clients and other employees also feel the impact of the turnover through less tangible means, such as:

  • Negative affects on customer service
  • Lost revenue
  • Increased employee workloads
  • Tarnished business reputation
  • Potential law suits and employee relations issues
  • A host of other issues stemming from having the wrong person on the job.

Statistics indicate that half of new employees remain in their jobs for less than six months.

Wealth management is a relationship business with your client-facing employees promoting your institution’s reputation and image with every client interaction. That’s why choosing the right employee the first time should never be left to chance or entirely placed on the shoulders of managers who may not even have a prescribed interviewing process or evaluation tool.

The decision of whom you choose to entrust with your vaunted client relationships is likely the most important decision you make in running your business.

How We Work With You

We work closely with you through the three phases of the recruiting process – Sourcing, Selecting and Securing the most talented candidates.

We help you develop an optimal candidate profile. We then work with you to identify the most prolific sources of candidates fitting that profile and the most effective methods for approaching them.

Through our proprietary interviewing and evaluation process, we examine candidates to determine if they possess the key attributes necessary to fulfill the duties of the position. With over 50 quantitative and qualitative questions we measure candidates on three primary levels - Competency, Character and Chemistry.

We not only identify the job skills and what the person knows how to do, but we define who the person is through those personal values, attributes and behavioral tendencies that drive job performance.

We provide you with a comprehensive written evaluation that includes specific recommendations, highlighting the candidate’s strengths, weaknesses and areas of concern.

And, we help you understand what it is you need to do to have the most talented applicants accept your offer without paying an absorbent price.

Additionally, we provide services to help you successfully value, acquire and integrate established advisors/practices.

What This Means For You

  • Avoiding the embarrassment, frustration and expense of hiring wrong
  • The peace of mind you have knowing you received an objective second opinion from a resource with a proven record, for your most important decision; your people – your team
  • Getting the right person the first time
  • Enhanced productivity
  • Less down time in filling a position
  • The rewards that come with improved service, continuity and overall client relationships
  • Bolstered corporate image
  • The solace and confidence that comes with knowing you have thoroughly vetted candidates before you hire them.

Who Will Help You

Kane Carlton is a consortium of the best and brightest talent in the wealth management industry. This confederation of seasoned professionals combines decades of practical experience in highly specialized disciplines with a no-nonsense, innovative, results driven focus with a singular mission —to help you.

Tom Kane

Thomas C. Kane, Founder and Chief Transformation Strategist

Learn more about Tom and how his 35 years of practical experience in financial services can help you.




Why Kane Carlton

We help our wealth management clients make informed decisions by providing them with research, competitive intelligence, best practices and innovative, objective solutions designed to reduce costs, increase revenue and stay competitive. Yet, unlike pure consulting we pride ourselves on being on the field and in the game with you, focusing on implementing the work product we create.

We understand that the thin line separating a flourishing career from unemployment and a thriving franchise from a failed business is a combination of the decisions you make. So make your first decision the right decision —decide Kane Carlton.

Learn more about our firm and how we help financial institutions like yours optimize results in the delivery of wealth management products and services.

Who We Have Helped

See a partial list of financial institutions like yours that we have helped.

Where You Begin