by Patrick M. Kelly | Oct 7, 2011 | Location
Willis-Consulting, Inc. has moved its Scottsdale satellite office site into the “Bright Lights, Big City” appeal of Kierland Commons. Located at 15051 North Kierland Blvd, Suite 210, we are in the midst of this big city flavor, high energy driven retail and dining...
by Patrick M. Kelly | Apr 8, 2011 | Financial Recruiting Industry
What exactly is the “Garden Policy” and will it hamper recruiting? Traditionally, wealth management firms largely follow a broker protocol, whereby an advisor cultivates a personal relationship with clients and has ownership of their business. A garden leave...
by Patrick M. Kelly | Sep 20, 2010 | Financial Recruiting Industry
[pullquote]39% of financial advisors are selling more annuities[/pullquote] Although some financial advisors turned toward transactional models during the downturn of the economy and loss of business, the majority are moving toward a fee-based business for their...
by Patrick M. Kelly | Aug 27, 2010 | Financial Recruiting Industry, Job Market
The Baby Boomer investors aren’t the only ones looking to retire within the next few years. Unfortunately, their financial advisors are also Baby Boomers and looking to retire. Where does that leave the next generation and beyond? Veteran advisors are having...