Services

Recruiting and Placement

At Oliver-Cross, we help Financial Advisors appreciate the alternatives available to them in the marketplace.  As recruiters, our job is to identify, educate and place those Financial Advisors who are potential candidates for new opportunities, whether the goal is growing the business or just a change of scenery.

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Consulting and Coaching

Oliver-Cross’ consulting and coaching services are available to individual Financial Advisors who seek to realize more effective ways to manage their businesses and/or their teams. Our coaching module is designed uniquely for each individual situation and opportunity.

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