by Patrick M. Kelly | Aug 29, 2013 | Clients, Life Insurance
“Financial advisors should take a second look at the potential of life insurance. These products can be a crucial piece of an advisor’s business and a means for an advisor to create deeper and long-lasting client relationships. Life insurance is known to be a “sticky”...
by Patrick M. Kelly | Aug 27, 2013 | Financial Recruiters, Financial Recruiting Industry, Job Market
Over the twelve plus years of being in the recruiting business, I’ve observed a lot of financial advisors going through the recruiting process who have made two common mistakes which have jeopardized their placement opportunities. Thinking they can do this on their...
by Patrick M. Kelly | Aug 22, 2013 | Financial Advisors
By: Paula Vasan, OnWallStreet.com, August 15, 2103 (Slideshow) “We recently published a list of 20 books for every financial advisor’s summer reading list, and received such a strong and positive response that we decided to expand it. Via Twitter,...
by Patrick M. Kelly | Aug 19, 2013 | Financial Services Industry, Raymond James
Raymond James Financial has launched “Portfolio Management Center” (or PMC), a portfolio management and research tool for its employee and independent-channel advisors. The company announced on July 30, that PMC, which is part of the firm’s Advisor Access platform, is...
by Patrick M. Kelly | Aug 8, 2013 | Raymond James
“Quite frankly the best market that we’re not in is that Seattle market,” John Kuklenski, the divisional director of Raymond James’ north central division, said to Mason Braswell, reporting for OnWallStreet.com. “Our highest priority is to establish a presence out...