by Patrick M. Kelly | Apr 29, 2014 | Women Financial Advisors
[pullquote]a good way to recruit more female advisors might be to put more hair dryers in the firm’s bathrooms[/pullquote]The Certified Financial Planner Board of Standards’ conference was held in New York on April 22, where the latest research about the...
by Patrick M. Kelly | Apr 24, 2014 | Wells Fargo
Profits at Wells Fargo’s Wealth, Brokerage and Retirement division surged in the first quarter, as the firm reported a 41% increase year-over-year, contributing to record overall profits for the quarter. OnWallStreet.com reported on April 11, that Wells Fargo, which...
by Patrick M. Kelly | Apr 14, 2014 | Financial Recruiting Industry
Despite whatever recruitment deal or retention fee a financial advisor gets, it does not constitute a contract of employment, and you CAN be fired. Common “career killers” are worth reviewing from time to time. Danny Sarch, president of Leitner Sarch Consultants,...
by Patrick M. Kelly | Apr 11, 2014 | Financial Advisors, Financial Recruiting Industry, Hiring
“The path to success for a trainee has become substantially more difficult,” acknowledged Bill Willis, President and CEO of Willis Consulting, Inc. in an interview with Ilana Polyak, reporting for OnWallSteetMag. The path to success for a financial advisor...
by Patrick M. Kelly | Apr 7, 2014 | Financial Recruiting Industry
[pullquote] What we are seeing is the result of months and months of consistent recruiting [/pullquote]The Tampa Bay-based wealth management firm has successfully completed its eighth major financial advisor recruitment effort in the past three weeks, part of a...