by Patrick M. Kelly | Nov 17, 2010 | Clients, Financial Services Industry
Many average sized clients are still struggling with their finances and trying to deal with a smaller paycheck or temporary loss of income. Financial advisors are trying to help their clients by liquidating some investments to make it through to the New Year. Clients...
by Patrick M. Kelly | Nov 12, 2010 | Clients
Many financial advisors realize the clients with the most investable assets usually provide them with the greatest return. Trying to market to these ultra high net worth clients is the challenge most advisors must face. There is a conference that helps advisors target...
by Patrick M. Kelly | Sep 3, 2010 | Financial Recruiting Industry, Financial Services Industry
[pullquote]A desire for a higher payout (came in) third place among rationales for leaving[/pullquote] Wirehouses have been beaten up lately mostly because of all the bad press and the destruction of their brand names. Financial advisors are looking to breakaway to...
by Patrick M. Kelly | Aug 13, 2010 | Financial Advisors, Job Market, wirehouses
Wirehouse firms know all too well that their efforts to retain top representatives by offering deferred compensation plans and forgivable loans are not enough. Financial advisors know they have to repay these loans if they decide to leave early. In effect, firms have...
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....
