by Patrick M. Kelly | Jan 13, 2012 | Financial Services Industry
I love this story; I can relate to it, and what financial recruiter, advisor, or anyone in sales wouldn’t? [pullquote]…as a financial advisor, it’s very important that you understand the “why” behind each of your goals[/pullquote] We all focus on setting and obtaining...
by Patrick M. Kelly | Jan 12, 2012 | Job Market, Wall Street
Industry analysts continue to debate over who will acquire Regions Financial’s brokerage firm, Morgan Keegan, but nobody is commenting or confirming anything. The haggle is obviously over price, but it looks doubtful it will be the $1 billion that Regions is looking...
by Patrick M. Kelly | Jan 9, 2012 | Financial Recruiting Industry
Our President and CEO, Bill Willis, member of OnWallStreet’s elite Recruiter Roundtable, has this to say regarding 2011 brokers on the move and what’s in store for 2012: It was a good year for us and better than the previous year—and ending strong. That foreshadows a...
by Patrick M. Kelly | Jan 5, 2012 | Financial Recruiting Industry
Here’s a great article that was written in October, 2011, for OnWallStreet, by Rick Rummage, CEO and founder of The Rummage Group. (Yes, a competitor in the recruiting industry.) I never shared it on our blog site, but I think it appropriate now as many advisors gear...
by Bill Willis | Jan 1, 2012 | News and Media
OnWallStreet Our annual recruiters roundtable: Dissatisfaction in the ranks and the end of blind loyalty translates into advisors on the move By Frances A. McMorris January 1, 2012 It was a busy year at the firms and, as a result, our seven recruiters are predicting...
