Procuring Powerful New Opportunities for Elite Wealth Advisors and their Teams.
Background and Vision
Industry veteran Michael Brody is the Managing Director of our Wealth Advisor Recruitment Practice (WARP). Brody’s unique and proven approach is one of the most meaningful disruptors to the Recruiting Industry in the last 50 years.
Historically, Recruiters or Headhunters have represented Financial Services Firms, not individual Advisors. As such, they’ve had limited career options to present to the Advisors. Although Brody has achieved great success with this model over the past 20 years, he also knew he was severely limited in the opportunities he could present based on contractual obligations with the firms he represented. Today, as there are dozens of models and just as many opportunities within each model, Brody and KDS have taken a page out of the Financial Services Trend towards Independence . . .
KDS WARP now acts as a fiduciary for one client, the Advisor. Brody’s model creates a completely open architecture where all opportunities and possibilities are on the table.
Experience
Prior to joining KDS, Brody served as the dedicated Regional Manager for New York, New Jersey, Maryland and Washington, D.C. for Rainmaker Associates, a perennial leader in recruiting Financial Advisors. Brody acted as a strategic partner to Financial Advisors and gained a reputation as an industry expert which over the years helped him place over 100 team transitions, $150 million in revenue and $10 billion of assets, with Wire-houses, Super-Regionals, Independent Firms and Aggregators. Brody was one of the earliest recruiters to see the future of financial services and began to diversify his relationships and offerings to include independent opportunities before it became vogue. Since joining Rainmaker in 2011, Brody has served as an educator, mentor and student.
Before joining Rainmaker, Brody was Managing Director for B2B Legal Solutions, overseeing all activities for their National Staffing Initiative. Before B2B Legal Solutions, Brody served as Regional Director for Strategic Placement for over five years. Brody started his career out of college as a Financial Advisor specializing in financial planning. During his four years as an Advisor, Brody was a CFP candidate and held the Series 7, 63, 65 and NYS Life and Health licenses.
Education and Personal
Brody received his Bachelor’s degree in Business Administration from Pace University- Lubin School of Business. He and his wife live in Long Island, NY where they enjoy sports, travel, reading, fine dining, photography and sharing those interests with friends, family and colleagues.
