Our Process

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WHAT MAKES US DIFFERENT?

The Primary Group has a team of more than twenty recruiters focusing on the financial services industry. Each of the recruiters within every division of The Primary Group, including Primary Wealth Management Group, has developed a strong level of expertise in their area of financial services. Because of our strong relationships and extensive search features, candidates will take or return our calls.

 

QUICK, QUALITY PLACEMENTS

With an in-house research team, PWM is able to fulfill our clients’ needs more quickly and efficiently. The research team is solely dedicated to creating candidate leads; these leads result in a quality placement being made more quickly. We don’t just buy lists—we build our lists.  With over thirty years of experience in building relationships with financial services professionals, the database we have built  is second-to-none.

WHAT IS OUR PROCESS?

We utilize a “team” approach to our process, which ensures our clients exceptional service and the ability to complete multiple placements   with unsurpassed efficiency. Our process includes the following:

 

Team Building Solution

Learn more about our process by viewing our slideshow.

• Search Success Assessment: Assessing the needs of each client.

 

• Destination Identifier: Establishing the vision of each client’s individual needs.

 

• Search Success Identifier: Identifying obstacles to the client’s vision i.e. replacing a specific opening, building a new distribution team of sales leaders within a specific time frame).

 

• Strategy Process: Establishing strategies to overcome obstacles and surface qualified sales leaders. 

 

• Team Search Scheduling Process: Coordinating the busy schedules of our clients and candidates for the interview process.

 

• Team Search Debriefing Process: Debriefing candidates and clients, including: determining the level of interest, identifying obstacles, determining compatibility, and covering counteroffers.

 

• Team Search Completion Solution: Getting the client and candidate to the offer stage, coordinating and presenting the offer, gaining acceptance, checking and submitting references, confirming start date and monitoring post-placement activity.