For Heads of Distribution
The territory is open. The seat is still empty.
You have an open territory. The guarantee is already budgeted. The person you want is not looking at a posting.
We know who is ready to move. And when.
We search the people who carry RIA-channel territory. For asset managers and alts-to-wealth platforms.
Heads of Distribution, NSMs, Heads of RIA. And the people who carry the territory. Newport Beach.
Not FA recruiting. Not insurance producers. Not a volume desk.
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01
We stay close to the field. That is how we know who is content, who is restless, and who will take a call this quarter.
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An open territory with a guarantee already budgeted still sits empty if you start from a board. We start from the relationships.
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One principal. A small number of searches. We do not blast names.
How we work
We do not map a market from LinkedIn the week a seat opens.
We stay close to the field. Breakfasts. Call reports. The quiet conversation after a bad quarter, or a good one. Relationships first. Timing second. Volume never.
For people who carry a territory
Your name is your book. We do not blast it.
When we call, the seat is real. Conversations stay between us until you say otherwise. We do not shop you.
About
Daniel Kelchner
Daniel is the principal of Kelchner Search. He works from Newport Beach. This is a relationship practice, not a process shop. Daniel runs the searches himself.
Talk to Daniel