by Patrick M. Kelly | Jun 24, 2011 | Clients
“Building your women clientele takes longer, but they are more loyal.” This is how Sallie Krawcheck, president of Bank of America Merrill Lynch’s global wealth and investment management unit, views the differences between client genders. Her remarks were made as part...
by Patrick M. Kelly | Apr 22, 2011 | Financial Advisors, Financial Services Industry, Merril Lynch
No one would debate the fact that Merrill Lynch went thru some tough times during the economic crisis. But Merrill’s Wealth Management took a survey of their clients over this past year and found that they continue to value their relationship with their financial...
by Patrick M. Kelly | Aug 2, 2010 | Financial Advisor Job Recruits, Financial Recruiting Industry
There have not been very many advisors looking to grow their business in the independent channel recently. Many advisors in the independent world are focused on succession planning and coming up short with whom they choose to run their business when they retire....
