by Patrick M. Kelly | Jan 16, 2014 | Minority Hiring
An overwhelming majority of Hispanic and African-Americans say that financial services firms need to hire more diverse staffs, according to a survey conducted by Harris Interactive on behalf of Edward Jones. The Hispanic and African-American populations represent 17%...
by Patrick M. Kelly | Jan 10, 2014 | Financial Advisors
Tom Walrond, North Atlantic regional director with Raymond James & Associates (and a very successful recruiter in his own right) says, "The key to a successful transition is to thoroughly plan and prepare for moving your practice. The amount of time you...
by Patrick M. Kelly | Jan 9, 2014 | Financial Advisors
“Clearly, wisdom, experience and a shock of grey hair come in handy when an advisor wants to exude a sense of confidence, trustworthiness and competence to a prospect. When potential clients are stressed or anxious, the age of an advisor becomes even more important....
by Patrick M. Kelly | Jan 2, 2014 | Financial Advisors
If you don’t know where you’re going, it’s going to be hard to get there. Every successful financial advisor (or recruiter!) requires a mission and a plan, and the beginning of a new year is the perfect time for anyone to create a strategic plan for a balanced life...
by Patrick M. Kelly | Dec 30, 2013 | Dodd Frank
By: Joe Adler, OnWallStreet.com An interesting excerpt from the December 27 article: “Bankers have almost become used to the intense growth of new rules in the five years since the financial crisis, but some see a light at the end of the tunnel as the agencies inch...