by Bill Willis | Sep 1, 2010 | News and Media
The clients of the future are Gen X and Gen Y. But most advisors are boomers and they’ll be the ones forced to change their ways. By Bill Willis September 1, 2010 You might be surprised to learn that the average age of a financial advisor is approximately 55. So many...
by Bill Willis | Mar 1, 2010 | News and Media
The Financial Supermarket Is Back In Style by Bill WillisOnWallStreet, March 1, 2010Glass-Steagall was repealed in 1999 overturning core financial regulations and allowing the creation of Citigroup. It became known as a financial supermarket; a place where advisors...
by Bill Willis | Nov 1, 2009 | News and Media
Branch Managers Will Need To Start Producing Again By Bill Willis OnWall Street, November 1, 2009 When I became a stockbroker in the 1970s, most of the branch managers also had a book of business. Producing managers were the norm and many were favorably viewed as...
by Bill Willis | Jul 1, 2009 | News and Media
Culture Shock: A New Company Even Seems to Speak a Different Language by Bill WillisOnWallStreet, July 1, 2009Over the years, you probably have heard Heraclitus’ ancient adage, “the only constant in our world is change.” This axiom may have always made sense to you,...
