by Patrick M. Kelly | Apr 9, 2013 | Financial Advisor Job Recruits, Financial Recruiters, Raymond James
Bill Willis, Founder and President of Willis Consulting, Inc, presents an insider’s look at the “home office visit” requirement for new financial advisors joining Raymond James. Making the tour himself at the headquarters in St Petersburg FL, Bill learned the...
by Patrick M. Kelly | Mar 21, 2013 | Financial Advisors, Financial Recruiters, Financial Services Industry
“Although the job market for all advisors is robust, the talent shortage among firms catering to extremely wealthy clients is particularly acute. That’s good news for advisors, but a problem for firms hoping to expand.”* The talent drought is causing firms to...
by Patrick M. Kelly | Mar 14, 2013 | Financial Recruiting Industry
OnWallStreet.com ‘s Annual Recruiter’s Roundtable video is available below. Emphasis is on the key trends for recruiting in 2013. Bill Willis, President and CEO of Willis Consulting Inc is one of the eight members of this prestigious group and frequently writes...
by Patrick M. Kelly | Feb 25, 2013 | Financial Recruiting Industry
“In 2012, almost seven in ten advisors (69%) operated in a team-oriented structure, up from 61% in 2011. Among bank advisors, more than half (53%) worked in teams, according to the research.” * Versus going “solo”, the new research by Cerulli Associates, found the...
by Patrick M. Kelly | Feb 11, 2013 | Financial Services Industry
[pullquote]before regulators turn you and your book into a sitting duck[/pullquote]As the debate over financial advisor compensation disclosure heats up, some advisors who have “thought” about switching firms are now looking at a move before the disclosure issue is...
