Location: Los Angeles, CA
Industry Experience: Complex Manager
Number of Successful Hires/Recruits: 1000 plus
Specialties: Bank Advisors, Wirehouse, Independents, Book Sellers, Trainees
“I try to learn about the intricacies of an advisor and understand their future vision. Only then will I suggest opportunities that are a long term match.”
Current Position: President and CEO of Willis Consulting.
Responsibilities include setting the strategy, vision, culture and direction of the company to ensure success; manages the company’s capital, initiates partnerships, and hires senior management to steer the company accordingly. Serves as a member of OnWallStreet’s Recruiter Roundtable.
- Helping Advisors in all categories during All Phases of their Career
“I seek ongoing feedback from advisors and their new firms and use that feedback as my benchmark for success.”
Career History: Bill founded Willis Consulting, Inc. in 2000 after 25 successful years in the securities industry. He managed a complex of offices for Merrill Lynch in Southern California for a number of years and prior to that had leadership roles at Sutro and Prudential Securities in Tucson, San Antonio, Chicago and New York.
Additional Information: Bill is the author of numerous articles published in premier trade journals, and writes a regular column for OnWallStreet. He is frequently interviewed by the financial service media regarding current trends within the industry. Bill and his wife, Karen reside in Palos Verdes Estates, CA. They have three sons who all have successful careers in financial service industry.
“I’ve hired and managed Financial Advisors for years, I know what they’ve gone through and what they are going through. It’s a tough market out there and I’m here to help in any way I can.”