PredictSwitch is an AI-powered intelligence platform that identifies financial advisors most likely to be open to changing firms. We analyze market signals, firm-level events, and advisor profiles to generate a 0–100 “openness score”—helping recruiters focus on the right advisors at the right time.

Each advisor is assigned a PredictSwitch Score (0–100) based on: • Firm-level events (acquisitions, compensation changes, recruiting activity) • Advisor-specific factors (tenure, team size, role) • Market signals (advisor departures, industry trends) Higher scores indicate a greater likelihood the advisor is open to a conversation about transitioning firms.

PredictSwitch is designed for: • Financial advisor recruiters • Wealth management firms • RIA platforms • Broker-dealers Anyone looking to identify and recruit advisors more effectively.

Yes. PredictSwitch includes advanced filters such as: • Location • Firm • Years of experience • Estimated AUM • Team size • Role/title You can quickly identify high-value advisors in your target market.

PredictSwitch aggregates and analyzes data from: • Industry publications (AdvisorHub, InvestmentNews, etc.) • Public advisor profiles and career data • Firm-level news and market activity • Proprietary signal modeling and scoring algorithms We transform unstructured information into actionable recruiting intelligence.

LinkedIn shows who advisors are. PredictSwitch shows who is likely to move next—and why. Unlike traditional tools, PredictSwitch provides: • Predictive scoring (not static data) • Real-time signal detection • Market-driven insights • Prioritized advisor lists

PredictSwitch scores are continuously updated as new data is detected. When events occur—such as: • advisor departures • firm compensation changes • recruiting activity …the platform automatically recalculates scores so recruiters always have current intelligence.

PredictSwitch helps you: 1. Identify high-probability advisors 2. Prioritize outreach 3. Focus on high-value opportunities 4. Engage advisors at the right moment Instead of cold outreach, you’re working with timing-driven intelligence.

PredictSwitch provides: • Advisor profiles • LinkedIn profile links The platform focuses on intelligence and prioritization, allowing you to use your existing outreach channels.

PredictSwitch is designed to be directionally accurate, not perfect. Our goal is to answer: 👉 “Is this advisor worth a conversation right now?” Over time, the system improves through: • signal refinement • market feedback • outcome-based learning

Yes. PredictSwitch uses: • publicly available data • aggregated insights • AI-based analysis We do not access private or confidential client data.