Campbell McLeod

Led the design and implementation of first-year advisor enhancement systems, including the Market Identifier Business Plan, Pre Financial Planning Academy, Fast Start Success Program, Model Advisor Performance Program, and onboarding improvements (NMIS Onboarding Process, 25-50-75 Day Milestone Reviews). Built and aligned onboarding and advisor development initiatives, including curricula and speaker series, and partnered with veteran advisors to co-create annual workshops. Collaborated with the Managing Partner and senior leadership to implement leadership onboarding contracts and monthly development programs, improving succession planning, goal setting, and leadership readiness.

Hired and trained a new campus recruiter; oversaw recruitment and selection process, 8-week onboarding strategy, training coordination, activity coaching, and performance tracking. Provided one-on-one development coaching for College Financial Representatives, mentoring prospecting, effective communication, and commitment management, while strategizing actionable plans for success. Built and developed a team of 5 full-time advisors through a coaching-to-conversion program; achieved FINRA securities licensing to support client case consultations and served as a senior joint work partner in client meetings.

Led full-time talent acquisition strategy, increasing referral-based recruiting by 60% and improving candidate quality while reducing time-to-hire through optimized sourcing and streamlined processes. Designed and executed first-year development programs that boosted contracting rates from 45% to 75% and increased first-year advisor retention by 40%. Partnered cross-functionally with leadership to identify skill gaps, launch data-informed hiring and development strategies, and foster a culture of continuous learning, mentorship, and early-career success.