by Patrick M. Kelly | Feb 29, 2012 | Breakaway Brokers, Going Independent
I always find Managing Partner of Peak Advisor Alliance Steve Sanduski’s articles worth the read. If nothing else, he gets you thinking about your own business and how you can take it to the next level. The article below is no different; however I must say I never...
by Patrick M. Kelly | Feb 10, 2012 | Financial Advisors, Financial Services Industry
I came across an interesting article in this month’s Financial Advisor, “Shakeout Ahead” written by Andrew Gluck, a veteran financial writer and owner of Advisor Products, Inc. a marketing technology company servicing 1,800 advisory firms. The gist of the article was...
by Patrick M. Kelly | Feb 8, 2012 | Banks
Wells Fargo, CEO John Stumpf, puts it bluntly: “When we hire somebody around here, we want to know how much you care, before we care how much you know. We call our employees team members, not employees. Employees denote an expense to be managed. Team members are an...
by Patrick M. Kelly | Feb 3, 2012 | Financial Services Industry, Hiring
There has been talk (and verification) of expansion in both wirehouses and regionals all month long. Just this week BofA Merrill announced it planned to continue to hire and build its core global wealth management business. (They hired an additional 1,697 new...