by Patrick M. Kelly | May 20, 2013 | Financial Services Industry, Hiring, New Recruits
Breaking into the brokerage business is getting tougher as declining fees make small accounts less profitable and government restrictions on unsolicited calls make phone sales taboo. That’s leaving big firms struggling to replace a retiring generation of financial...
by Patrick M. Kelly | Aug 15, 2011 | Financial Advisor Job Recruits, Hiring, New Recruits, Training Programs
Banks across Wall Street are honed in on cutting costs lately and it looks like the cuts will be hitting advisor training programs next year. [pullquote]…cuts will be hitting advisor training programs next year[/pullquote] Morgan Stanley Smith Barney announced they...
by Patrick M. Kelly | Mar 10, 2011 | Financial Advisor Job Recruits, Financial Advisors, New Recruits, Wall Street
It’s no secret that the advisory workforce throughout the industry is aging, and now that the economy is recovering, firms are acknowledging that they need to bring in new FA’s to counter-balance that. So what are some of them doing?
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...