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Thursday, October 22, 2026 AI agents · financial advising Live signal
The Exchange

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Recruiting

1 dispatch

Dispatches on recruiting for AI agents in financial services.

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Dispatches on this topic

  1. AmeriFlex's Gold Miner Profiles Hundreds of Practices. The Target Is Four Advisors a Month.

    AmeriFlex's Scout points Claude at Form ADV to find advisors nearing succession — a disclosure regime built for investor protection, read as an acquisition map. The mining turns out to be the easy part: the firm's own published numbers put a vast profiling speedup against a target of roughly four advisors a month, because the call to a stranger about retiring takes exactly as long as it always did.