How the Marketplace Works
Create a Free Account
Select your objective and create an account.
Set up Marketplace Profile
Set up a profile to represent your firm or practice.
Identify Your Candidates
Search the Marketplace to identify candidates.
The Marketplace offers advanced features that also allow you to filter for, preliminarily qualify and engage with those candidates that meet your targeted criteria.
Quickly Filter Search Results
Filter for candidates who meet your specific criteria
- Find candidates by specified objective
- Find candidates by firm/practice location
- Find candidates by financial metrics
Review and Evaluate Profiles
Access detailed profiles to qualify targeted candidates
- Review objectives and business info
- Evaluate and analyze key financial metrics
- Save profiles that meet your criteria
Message Targeted Candidates
Connect and engage with Marketplace candidates
- Initiate conversations with candidates
- Respond to candidates who contact you
- Request introductory calls/meetings
Leverage the Platform
Use the Marketplace and other relevant services to reach your objective.
Connect and Engage
Close Your Transaction
Access the AdviserXchange Marketplace today!