by Patrick M. Kelly | Jun 15, 2010 | Financial Advisor Job Recruits, Financial Recruiting Industry
Morgan Stanley Smith Barney is now trying to keep in line with Merrill Lynch by offering better incentives to financial advisors to join their firm. These and other firms are becoming more and more aggressive in their recruiting efforts in 2010. It seems now is the...
by Patrick M. Kelly | Jun 11, 2010 | Financial Advisor Job Recruits, Financial Services Industry
BUT…you need to do your homework first and find out what career path that assistant is on and the only way to find that out is to ask them. Focus on the short term (two to five years out, versus long term, because generally, they are younger staff) If they want to be...
by Patrick M. Kelly | May 21, 2010 | Financial Advisor Job Recruits, Financial Recruiting Industry
As financial recruiters, we often hear an initial objection from advisors saying they are happy where they are. And that’s good, because a positive attitude about your firm leads to increased sales…but it doesn’t end here. There’s more to the equation. So, what other...
by Patrick M. Kelly | May 13, 2008 | Financial Advisor Job Recruits, Financial Recruiting Industry, Hiring, Job Market, New Recruits
It appears that Wall Street brokerage training programs have not been successful in developing young sales talent with longevity. My experience as Marketing Director of Willis-Consulting, Inc. points to a massive void in the number of financial advisors with less than...