Recognizing the emerging need for qualified expertise in designing wealth management succession plans, Michele Mandeville, Founder of PRISM Wealth Management Recruiting, created Succession Point. Combining decades of industry succession and recruiting expertise, we offer customized practice acquisition solutions for Financial Advisors.
Succession Point has the knowledge, resources and experience to provide the critical components required when buying/selling practices in the W2, Independent and RIA channels. Utilizing our network of 300,000+ wealth managers, we can quickly identify prospective partners, then help you navigate the complexities of succession planning.
With additional expertise in recruiting, transitions and marketing, PRISM Wealth Management Recruiting and Succession Point offer an unparalleled depth and commitment to the industry as trusted partners and unbiased advocates for advisors.
In 1994, Michele founded PRISM Wealth Management Recruiting, a recognized leader in consulting elite financial advisors in the financial services industry. Since its inception, she has advised thousands of wealth managers and firms, offering her industry knowledge and insights to facilitate their vision of success.