by Patrick M. Kelly | Aug 4, 2010 | Financial Recruiting Industry, Hiring, wirehouses
[pullquote]Hiring younger and newer advisors will allow the company to shape and mold them to fit their culture.[/pullquote] It may seem that many advisors are jumping ship from the wirehouses and heading toward independent firms. However, wirehouses are still...
by Patrick M. Kelly | Jul 28, 2010 | Financial Advisors, Financial Services Industry
Despite the large array of online investing websites, many people still want professional financial advisors to manage their assets. The best tools for financial advisors are utilizing social media tools, social networking to remain in contact with their clients and attain new business.
by Patrick M. Kelly | Jul 14, 2010 | Breakaway Brokers
One of the primary focuses financial advisors have is taking care of their existing clients while developing new clients and growing their business. The time spent focusing on compliance and paperwork is not a beneficial use of their time. Breakaway advisors have to...
by Patrick M. Kelly | Jun 25, 2010 | Financial Services Industry
[pullquote]This is a quick-shifting generation and if you haven’t connected with them on a brand level by the time they are 30, they will leave your brand. [/pullquote] Years ago, the majority of high-net worth clients inherited their fortune; however, a new study has...
by Patrick M. Kelly | Jun 4, 2010 | Women Financial Advisors
Where are all the young women in financial services? Well, this was the focus last week at the New York Women Advisors Forum. And consensus was there are not enough of them out there, especially in the room at high levels. Yet, Deborah Doyle McWhinney, president of...
