by Patrick M. Kelly | Jun 13, 2013 | Financial Advisors, Financial Recruiting Industry, Financial Services Industry
The role of the sales assistant or client associate becomes critically important to maintaining the cycle of client attainment and client satisfaction. Great support staffs are invaluable, but are very hard to find and even more challenging to manage. Especially as...
by Patrick M. Kelly | Jun 10, 2013 | Financial Recruiting Industry, Internet, Job Market, Technology
Did you know that your “digital profile” is your calling card to the new generation of recruiters? If you look competent online you might get a response to that resume that you e-mailed. Recruiters want an overall view of your accomplishments, and more than likely...
by Patrick M. Kelly | Jun 6, 2013 | Financial Advisors, Financial Services Industry
The firms on the 2013 “Leaderboards” were ranked based on self-reported data about their employee advisor channel. The data was gathered in a survey by OnWallStreet’s editorial team, and was announced on June 1. “This year’s top performers took the steps...
by Patrick M. Kelly | Jun 3, 2013 | Financial Advisors, Financial Services Industry
An overwhelming majority of financial advisors expect 2013 to be a better business year than 2012, according to an SEI survey released Tuesday, May 28. When asked their views on the direction of the economy as a whole, 41% of advisors polled predict “slow and steady...