Megan has 12 years of talent consulting and business development experience in the financial services industry that spans a broad spectrum of clients in the wealth management space including wealth managers, private bankers, and Registered Investment Advisors.
Most recently she was Partner, and team leader of talent acquisition in the Wealth Management Division for Novum Group. During this time, she had the privilege of working with advisors on a national level and contributed to Novum Group’s growth in becoming one of the industry’s most successful experienced advisor recruiting firms. Previously she began her consulting career as a member of the Banking Recruiting Practice group of Armstrong Financial Group, in which she was responsible for building out the firm’s presence in the Southwest.
Through her many years of experience in this arena, she continually seeks the opportunity to evolve her business to meet the needs of her clients. The strong movement of captive advisors towards independence and/or RIAs seeking monetization through M&A, allows her to provide expertise to advisors in all lifecycles of their careers. Additionally, becoming an independent consultant has helped her realize her aspiration to offer a truly unbiased partnership with her advisors while fueling Fusion’s continued growth as the premier business transformation consultants for independent wealth managers.
It is through this consultative style of recruiting that Megan has created a long-term, sustainable business assisting breakaway advisors into the RIA/ Independent space as they seek to transform their practices and act as fiduciaries to their clients.
As the landscape continues to change within the industry, having a trusted advisor like Megan and Fusion on your team to help navigate the waters is a priceless asset.