Hire Right. Build Your Team. Multiply Your Impact.
Solo producers hit a ceiling. Business owners multiply through people. Build a stronger business through financial advisor recruiting, hiring the right people, and proven onboarding systems. Scale your firm with confidence using repeatable recruiting and onboarding processes.
Scaling your firm means finding people who can strengthen your business not just fill positions. The right advisors expand client relationships. The right support team creates capacity. The right onboarding process helps every new hire contribute faster.
Greatness Lab's financial advisor recruiting and onboarding systems were built while helping scale six financial advisory companies across more than 20 offices. Every recruiting playbook, interview framework, application process, and tracking dashboard comes from real implementation, not theory.
Start with the systems you need today and expand them as your business grows.
Where Are You in Building Your Team?
Solo producer ready to hire first support staff
Small team needing to add producers
Growing firm needing leadership depth
Scaling agency needing systematic recruiting
Not sure where to start
Wherever you are in your growth journey, Greatness Lab provides recruiting and onboarding systems built for the stage you're in, and the next one you're preparing for.
Start with the role creating the greatest capacity constraint, support staff, producers, advisors, or leadership.
Your Firm Grows Through the People You Bring and Invest In.
Every stage of growth depends on the people you bring into your business. Whether you're hiring your first assistant, recruiting experienced producers, building a college recruiting pipeline, or onboarding your twentieth advisor for success, the right systems create consistency long before they create growth.
Greatness Lab combines proven financial advisor recruiting frameworks with practical onboarding systems that help you hire with confidence and develop stronger teams over time.
Below are the recruiting and onboarding playbooks and systems available to you.
Financial Advisor Recruiting & Producer Hiring
Grow Your Advisor Count
Growing your firm requires a repeatable financial advisor recruiting process that consistently attracts advisors who build books, serve clients, and fit your culture. Whether you're hiring your next producer or strengthen your insurance advisor recruiting efforts, our proven recruiting systems help you build a reliable hiring pipeline.
You get access to:
Recruiting playbooks and campaign strategies
College recruiting system for future financial advisors (brochures, application process, event frameworks)
Exiting your business or stepping back requires leaders who can run the firm without you.
Leadership recruiting requires a different strategy than financial advisor recruiting, helping you prepare for the next stage of growth and identify future leaders who can support long-term business and succession planning.
You get access to:
Leadership role definition frameworks
Executive recruiting strategies and sourcing
Succession planning roadmaps
Leadership assessment and interview tools
Buy-sell agreement guidance
Transition planning frameworks
Access leadership recruiting support when you are ready to build real depth in your firm.
CSRs, case managers, and operations staff keep your agency running and protect the client experience as volume grows.
The right support team gives advisors more capacity for client relationships, planning, and revenue-producing work. If insurance agency hiring is your immediate priority, start with the roles that remove the largest operational bottlenecks.
You get access to:
Role descriptions and job posting templates
Interview frameworks for support roles
Hiring process checklists
Reference checking guides
Employment agreement templates
Candidate evaluation criteria
Choose the hiring tools you need without paying for extras.
Systematic onboarding cuts ramp time 30 – 50%. Every new hire knows expectations, has tools, and understands success.
Great onboarding doesn't just reduce ramp time, it creates consistency. When every advisor, producer, and team member follows the same proven process, they gain clarity faster, build confidence sooner, and contribute more quickly. Greatness Lab's onboarding systems for insurance agencies are designed to help every new hire understand expectations, access the right tools, and succeed from day one.
You get access to:
Role-specific onboarding checklists (advisors, producers, CSRs, case managers)
Technology setup guides (CRM, phone, case management)
Compliance and regulatory training frameworks
Product knowledge tracking
Client service process documentation
30-60-90 day milestone frameworks
Access onboarding systems for insurance agencies and advisory firms that help your team stay consistent as you grow.
Flexible Personalized Services for Growing Advisory Practices
Choose the support you need without giving up control of your business.
Every advisory practice grows differently. Some firms need help recruiting advisors. Others need stronger hiring processes, leadership development, or structured onboarding. Greatness Lab gives you the flexibility to implement the right systems at the right stage, without paying for services you don't need.
As your business evolves, your recruiting, hiring, and onboarding systems can evolve with it.
"If you've ever considered moving from advisor to business owner, if you've ever felt you wanted to develop and train others to be great in this industry, the time saved by me joining Greatness Lab is immeasurable. The platform that already exists for you to plug in and make real impact is nothing greater."
DAVID GLOBKE
5 Year Projection (2025 - 2030)
$3.5M
$5M
20+ years
Finance
25
Advisors
Projections based on stated goals, not actual results. Individual results will vary.​
"I wanted to build my own firm, but I didn't want to create everything from scratch. Greatness Lab gave me the roadmap, the systems, and access to hundreds of advisors running the same model. The responsiveness is world class. I get answers in 30 minutes. They handle the backbone. I focus on building my firm."
Martin Montana
Year 1 Projected Goals
$1.8M
$3M
600 - 1,000
Clients
20 - 25
Advisors
Year 1 goals represent projections based on stated targets, not actual results. Individual results will vary.
"Take a chance on it. You don't know what you don't know. Everything I've learned so far has taught me that there's really no better place than this organization if you want to get to the next level or you just want to get better at what you're currently doing."
TOMMY NICKERSON, FFA Sr. Vice President
The Journey Over 8 years (2018 - 2025)
Built the most productive market in FFA
0 → 76
Members
400+
Advisors
Results represent actual performance over the stated period. Individual results will vary.
Common Questions About Greatness Lab IMO Recruiting & Onboarding
As an independent advisory firm, should I hire staff to support operations or recruit more producing advisors first—and how does Greatness Lab help me decide?
It depends on where the real bottleneck is in your firm today. Greatness Lab starts by looking at your current capacity, not just your growth goals.
If your service, admin, and case work are already stretched thin, we usually recommend hiring at least one key staff role first (operations/admin/client service). That stabilizes the business so new advisors don’t just add chaos and rework.
If your operations can handle more clients but your calendar is full and you don’t have enough producing capacity, we focus on recruiting advisors first and use staff support to backfill as production grows.
We help you map out your first few seats, decide which role comes next, and set simple scorecards so each hire has a clear job and a way to measure whether they are paying for themselves.
How does Greatness Lab help independent insurance and financial advisory firms screen for advisors who will actually produce?
You get interview guides and scorecards that test for entrepreneurial mindset, coachability, activity level, and cultural fit. We also help you use early production metrics and simple activity targets in the first 90 days so you can see quickly who is likely to become a real producer and who isn’t.
What is the difference between recruiting producing advisors and recruiting for leadership roles in Greatness Lab’s system?
Producing advisors are hired to build books and serve clients. Leadership roles are hired to build and manage teams, drive strategy, and own parts of the business. Those are very different jobs.
In Greatness Lab’s system, we use separate profiles, interview questions, recruiting process, and scorecards for producers vs leaders. For leadership roles, we put more weight on people development, decision-making, and past management results, not just personal production history.
How long does it typically take for a new advisor to become productive under Greatness Lab’s recruiting and onboarding process?
For most independent advisors, it takes 6–12 months to build a sustainable book of clients. That’s normal. The risk is wasting the first six months in confusion.
Greatness Lab’s onboarding process is built to shorten that confusion period. In the first 30–60 days, we focus on getting new advisors comfortable with your systems, basic compliance, any certifications that might be needed, meeting flow, and day-to-day activity expectations. The goal is to get them into real, qualified conversations as quickly as possible instead of spinning in training with no clear plan.
What does Greatness Lab’s college recruiting system for advisory firms include?
Greatness Lab’s college recruiting system gives advisory firms a complete playbook for attracting and developing students and recent graduates. It includes brochures and materials that explain the career path, application and interview frameworks, event and career fair strategies, campus outreach playbooks, and simple dashboards to track candidates from first contact through hire.
This is the same system used to build multiple advisory brands across many offices, and we adapt it to your markets and firm goals.
Build the Team That Scales Your firm
Hire right people. Onboard them with proven systems. Scale through your team.
THE GREATNESS LAB
