Willis Consulting

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1820 Steeple Ln

Hastings, MN 55033

+1 (651) 437-8892

Willis Consulting, founded in 2000 by industry expert Bill Willis, specializes in financial advisor recruiting and supports clients in transitioning their practices to new firms. With over two decades of experience and an extensive network, the firm offers top-tier opportunities across the Financial Services Industry, connecting exceptional talent with prestigious brokerage firms nationwide.

The team, comprised of 12 dedicated recruiters, provides valuable insights and guidance in navigating the complexities of choosing independent broker-dealers or registered investment advisors. Willis Consulting is committed to assisting financial advisors with succession planning, ensuring they achieve a fair valuation for their businesses while maintaining control over their legacy and client relationships.

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Willis Consulting

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