by Patrick M. Kelly | Sep 12, 2012 | Financial Recruiting Industry
Following a slowdown in broker movement over the summer months, September is off to a roaring start with competition heating up between wirehouses and independents. A look at some of the movement: Since Merrill Lynch recently lost two advisor teams to RBC Wealth...
by Patrick M. Kelly | Aug 8, 2012 | Financial Advisor Job Recruits, Financial Recruiters
Over the eleven plus years of being in the finance recruiting business, I’ve observed a lot of financial advisors going through the recruiting process who have made two common mistakes which have jeopardized their placement opportunities. Number one is thinking they...
by Patrick M. Kelly | Sep 13, 2011 | Breakaway Brokers, Going Independent
[pullquote]there are more resources than ever to help independent financial advisors transition to the hybrid model[/pullquote] After looking at their options, more and more independent financial advisors are opting into the “hybrid” business model whereby they can...
