by Patrick M. Kelly | Jun 21, 2010 | Financial Recruiting Industry, Hiring, Job Market
Recently we have seen the demand for bank based financial advisors skyrocket. We think this is a trend that will continue for the next 12 to 18 months. Wells Fargo’s WBS channel supports the financial advisors who work within Wells Fargo’s bank branches. The...
by Patrick M. Kelly | May 14, 2010 | Breakaway Brokers, Job Market, RIA
I have often had asked of me by potential breakaway brokers why they would want to join an established RIA, versus going “truly” independent by opening their own independent registered advisor. Probably the most influential factor is accessibility to existing...
by Patrick M. Kelly | May 10, 2010 | Financial Services Industry, Job Market, Wall Street
Talk on the street is that they do not and that down the pipeline, they just as soon let that part of their business go. When BofA bought Merrill, they tallied 2.500 FA’s; since then 1,000 have left with prediction by some that as many as half of the BofA financial...
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...
