This proprietary program is a rare opportunity for recruiting firm owners to step out of the day-to-day and work on their business with four of the most respected leaders in the industry.   Together, they’ll analyze your current model, uncover blind spots, and deliver a customized framework for scaling – covering everything from team structure and compensation to business development, sourcing, and profitability.  You’ll walk away with clear priorities, proven strategies, and actionable direction tailored to your firm’s growth.*

Individual Consulting Calls:

1. Consulting Call with Jeff Kaye, Co-CEO: After studying your current search firm model and structure, this call with Jeff Kaye will consult on suggestions for the future, to include a deeper dive into market mastery and territories, team structures, compensation/equity plans, shared resources, career paths, and expansion strategies designed to help you create the framework for the firm you desire to build.
2. Consulting Call with Karen Schmidt, President of Sanford Rose, Partner with KBIC / NLE: Based on the recommendations and priorities decided in Week 1’s call with Jeff Kaye, Karen Schmidt will continue to build a framework around the primary objectives desired. This continuation will allow for a deeper analysis into the critical systems and/or programs that will maximize your effectiveness, efficiency, productivity, and profitability.
3. Consulting Call with Greg Doersching, Senior Network Advisor: Greg Doersching will outline the core strategies every recruiting leader should be deploying to fuel firm growth: structured business development, continuous education, scalable candidate sourcing, and AI-powered acceleration. This call is about clarity and direction—what to do to scale, and how to prioritize for maximum impact.
4. Consulting Call with Jon Bartos, Chief Investment Officer:  Jon Bartos will focus his call on building a powerful business development machine. We’ll cover what it takes to find the right people, put them in the right roles, and equip them with the tools and strategies they need to succeed. We’ll dig into proven business development models, how to use performance analytics to optimize your team, and the personality profiles that fit specific roles. You’ll learn how to create compelling reasons for clients to engage with you, ensuring your business development efforts are as effective as possible.

Included with Program:

1. Unlimited access to NLETV
2. Unlimited access to NL Academy

 *This program is by invitation only and designed specifically for individuals who have the desire to grow and scale.  The SRA Success Roadmap will completed between 2-4 weeks.