by Patrick M. Kelly | Jun 10, 2011 | Financial Services Industry, Networking
Here’s a new twist to developing a pipeline of referrals. Organizing a workshop for potential clients is “old hat” and successful results are dependent on the advisor’s effectiveness in his “show and tell” presentation; how knowledgeable he is about the products he’s...
by Patrick M. Kelly | Jun 7, 2011 | Financial Recruiting Industry, Job Market
A Fidelity Investment’s recent survey reported that 75% of Broker-Dealers and RIAs were focused on hiring in the next 12 months, and they plan to boost their staff by an average of 30%. With a U.S. unemployment rate of 9%+, that’s welcome news in the financial...
by Patrick M. Kelly | Jun 3, 2011 | Social Media
We knew it was coming. On May 2, Raymond James Financial and Commonwealth Financial announced they would soon begin allowing their financial advisors to interact with and engage in conversations with others on Facebook, Twitter, LinkedIn and blogs. Instead of “static”...
