by Philip Waxelbaum | May 23, 2017 | Financial Recruiting Industry
On February 3rd 1959 three icons of rock and roll died tragically in a plane crash. The newspapers reported it as “The Day the Music Died”. Years later Don McLean memorialized the event in song. The popular belief on that day in 1959 was that with such a huge blow to...
by Patrick M. Kelly | Oct 27, 2014 | Financial Recruiting Industry
More from OnWallStreet.com, Danny Sarch, “Evolution of Wealth Management”: [pullquote]Financial advisors consider themselves the caretakers of their clients’ financial lives and see themselves as fiduciaries, putting clients’ interests ahead of their own[/pullquote]...
by Patrick M. Kelly | Oct 24, 2014 | Financial Recruiting Industry
Danny Sarch, a 30 year veteran as a headhunter for the financial services industry takes a look at the changes within the industry over the past 30 years, in a great article in OnWallStreet.com: I quote: “Let’s go back to 1984, when wealth management was called Retail...
by Patrick M. Kelly | Oct 22, 2014 | Financial Recruiting Industry
No one will dispute; the Internet is a great place to find jobs. But why squander your time (and eyesight) searching through screen after screen for every search term you plug in? If you are considering a career change or a move within your career industry, let a...
by Patrick M. Kelly | Oct 21, 2014 | Financial Recruiting Industry
Willis Consulting, Inc. Scottsdale office has a new location! We have relocated from 15051 Kierland Blvd, Scottsdale, AZ to: 8970 E Raintree Drive, Suite #300 Scottsdale AZ 85260 Drop in and see our expansion and “new look”. You can still reach us at (480) 361-9490....
by Patrick M. Kelly | Sep 25, 2014 | Financial Recruiting Industry
[pullquote]…it is obvious that it was designed by developers that have a deep understanding of the RIA business[/pullquote]It has taken much longer than anticipated, but Junxure CRM (www.junxure.com), a firm that integrates CRM technology, consulting and...
