Advisor Hiring Process

The process for exploring whether we may be a good match for an advisor is to…

• Visit our website at www.clgsite.com to see if our vision, values and methodology resonates with you… or not.
  
  
• If you feel there is a good basis for a match, then request the Values Based Financial Planning book and newsletter from the website.
  
  
• A member of our team will then call to conduct a Success Road Map Conversation. Based upon the outcome of that conversation, we will draft a business action plan for the advisor candidate… and will share it with them on a second call.
  
  
• If we then feel that we have the possibility of a match, we will then recommend an in-person interview in Dallas.
  
  
• If we feel the advisor is a good match with our community… we will then extend a formal offer to join the firm.