by Patrick M. Kelly | May 5, 2011 | Financial Advisors, Financial Services Industry
Found a really “good read” to share in the 04/25/2011 edition of Financial Advisor by blogger Josh Brown, contributor and a vice president at Fusion Analytics advisory firm and the author of The Reformed Broker blog. The aging factor of the advisor population has been...
by Patrick M. Kelly | Apr 26, 2011 | Financial Advisor Job Recruits, Job Market
For anyone who is relying on communication to promote their business, whether it is providing product or service, you have to admit it’s a very noisy, congested, and ever changing world out there. [pullquote]You must stand out and grab attention.[/pullquote]As a...
by Patrick M. Kelly | Apr 12, 2011 | Compensation, Financial Recruiting Industry, Financial Services Industry, Job Market
Of note last week was the announcement by Bank Investment Consultant that financial advisors last year sold a whole lot more mutual funds, ETF’s and other equity-linked products while continuing to increase annuity sales. In addition, the trend toward more fee-based...
by Patrick M. Kelly | Nov 5, 2010 | Financial Services Industry, Wall Street
Read Bill Willis’ new article for OnWallStreet, The Treasure Within, set to publish on November 1, 2010.
by Patrick M. Kelly | Oct 4, 2010 | Financial Recruiting Industry
Many big firms are utilizing the best technology to lure advisors to come on board. One of the main concerns of advisors looking to breakaway is whether or not they will have the availability to properly service their customers with the most advanced software. It puts...