President and CEO, Bill Willis is the author of numerous articles published in premier trade publications including On Wall Street, and has been interviewed extensively regarding current trends within the industry.
The 2012 On Wall Street Recruiters’ Roundtable
Our annual recruiters roundtable: Dissatisfaction in the ranks and the end of blind loyalty translates into advisors on the move. Read more…
Is Now The Time to Head to Wirehouses?
September 1, 2011
In the post-Madoff climate, a well-known wirehouse brand may indeed be more valuable for the advisor than an independent shop.
The Pitfalls of Going Independent
May 1, 2011
The independent channel seems enticing. But there are several things to consider before making the first step. Read the full story…
The Culture Club
February 7, 2011
When you think of your branch manager, what images come to mind? Does your branch manger send off positive, negative or neutral vibes?
The 2011 On Wall Street Recruiters’ Roundtable
You probably don’t often get a chance to sit down and talk to a roomful of recruiters. Fortunately, we did it for you. We recently spoke with the headhunters above about the job market for financial advisors.
We discussed the big stories: The state of recruiting, acquisitions, corporate culture, branch managers, the size of deals in coming years, and more.
Check out our January issue for the full story, and enjoy some of the intriguing quotes from our roundtable. On Wall Street Slideshow.
Recruiting’s Next Big Challenge – 2011 Roundtable Discussion
January 1, 2011
The Treasure Within
November 1, 2010
Talking ‘Bout the Generations
September 1, 2010
The Financial Supermarket Is Back In Style
March 1, 2010
Branch Managers Will Need To Start Producing Again
November 1, 2009
Culture Shock: A New Company Even Seems to Speak a Different Language
July 1, 2009
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