Nexus identifies producing advisors who match your firm's profile, runs personalized multi-channel outreach, and books confirmed recruiting calls directly on your calendar. No headhunter fees. No manual prospecting. Just conversations.
AI: Sarah responded — ready to book.
Five steps. Zero manual work.
A precision recruiting system that runs while you focus on advisor conversations and growth.
Define your ideal advisor
Production range, credentials, geography, niche. We build your recruiting profile from day one.
AI builds your prospect list
Sourced from LinkedIn, FINRA databases, and proprietary signals. Only advisors who match your criteria make the list.
Personalized sequences run automatically
LinkedIn, email, and SMS — all personalized to each advisor. Approved by you before anything sends.
AI screens every response
Our qualification engine engages interested advisors, filters for genuine fit, and routes only serious candidates.
Confirmed calls land on your calendar
You don't prospect. You don't follow up. You show up to conversations with advisors already interested.
Your recruiting pipeline — always full.
Your compliance team will love this conversation.
Engineered with broker-dealers and chief compliance officers from day one.
- Advisor-approved outreach
Every message is reviewed and signed off by your advisor or compliance officer before it sends. Zero unauthorized communications.
- SEC Marketing Rule aligned
Our outreach templates are built to comply with Rule 206(4)-1. No performance claims. No misleading language.
- CAN-SPAM & TCPA compliant
Proper opt-outs on every channel. DNC scrubbing before every phone or SMS sequence. Fully documented.
- Compliance Review Package
We provide your BD or CCO a complete package: all copy, targeting criteria, and workflow logic — formatted for their review.
- Full audit trail
Every approved message version, contact log, and opt-out is recorded and exportable for your compliance files.
Compliance Review Package
Prepared for review by your Broker-Dealer or Chief Compliance Officer.
Built for where your firm is going — not just where it is.
Every engagement is scoped to your firm's size, structure, and goals. Three tiers. One question: how fast do you want to grow?
Your first systematic recruiting engine.
- AI email + LinkedIn outreach sequences
- Advisor prospect list built to your criteria
- Basic AI qualification engine
- Calendar booking integration
- Monthly performance reporting
- Compliance Review Package included
For established RIAs serious about building a team.
- Everything in Foundation
- SMS + voicemail drop sequences
- Full AI conversation engine
- A/B testing & sequence optimization
- Dedicated account manager
- Bi-weekly strategy call with your team
- Compliance Review Package included
For enterprise firms deploying at scale across multiple advisors.
- Everything in Growth
- White-labeled platform option
- Multi-advisor seat deployment
- Custom AI persona + outreach scripts
- Predictive advisor scoring models
- Weekly strategy + reporting sessions
- Priority support with SLA guarantee
- Compliance Review Package included
Custom CRM pipeline architected, built, and integrated for your firm. Available as a one-time setup fee with any tier — scoped during your discovery call.
"We don't do fixed pricing because no two firms are the same. A 3-advisor RIA and a 40-advisor enterprise BD need completely different systems. Your quote starts with a conversation."
Book a 20-minute scoping call. We'll tell you exactly what your firm needs — and what it would cost — before you commit to anything.
Book a scoping call →Questions, answered.
Your next hire is already out there.
Let's build the system that finds them.