by Patrick M. Kelly | Aug 18, 2014 | Financial Advisors, Financial Recruiters
Over the thirteen plus years of being in the recruiting business, I’ve observed a lot of financial advisors going through the recruiting process who have made two common mistakes which have jeopardized their placement opportunities. Number one is thinking you can do...
by Patrick M. Kelly | Apr 3, 2014 | RIA, wirehouses
“Recruiting a wirehouse advisor can be well worth the effort for growth-minded RIA firms — but it’s not easy, it takes time and you should expect a lot of false starts.” That’s the message from Neal Simon, founder and chief executive of Highline...
by Patrick M. Kelly | Mar 28, 2014 | Compensation, Financial Recruiters
Financial advisor recruiters are finding that top advisors are being more selective when considering a career move. It’s no longer all about the compensation. Instead, “equity and career growth” are the focus. “They want to be stretched and challenged, and they want...
by Patrick M. Kelly | Mar 26, 2014 | Financial Services Industry
Financial advisors are failing to give clients the bottom-line fee disclosures they want.[pullquote]81% of clients said they were looking for an approximate calculation of fees based on their portfolio[/pullquote] According to a recent survey of 250 advisors and...
by Patrick M. Kelly | Nov 1, 2013 | Ameriprise Financial
In their Minneapolis headquarters alone, more than 2,500 Ameriprise Financial employees contribute thousands of volunteer hours annually through company-sponsored projects. Financial advisors and employees across the country are involved in their local communities,...
