Bill Willis in the News

  • 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.

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RECRUITER’S TOUR OF RAYMOND JAMES
MARCH 19, 2013

Before coming aboard, every prospective hire at Raymond James must make a home-office visit. It allows the advisor to evaluate the firm, while giving senior officials a chance to get acquainted with the advisor. When advisors visit the St. Petersburg, Fla., headquarters of Raymond James, they will meet the firm’s decision-makers, often including the executive chairman, Tom James.
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COMPETITION FOR TALENT IN WEALTH INDUSTRY STAYS STRONG
FEBRUARY 1, 2013

Financial advisors are now in the driver’s seat when it comes to how they want to practice, thanks to the competition for top talent that has stayed strong in the wealth industry this year, according to the eight panelists who attended our annual Recruiters Roundtable in New York in January.
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WIREHOUSE RESOLUTION FOR 2013? BOOST MARKET SHARE
DECEMBER 31, 2012

As the calendar turns the page to another year, 2013 offers the four largest U.S. wealth management businesses the opportunity to recapture some of the assets and talent they have been ceding to other business models including regional, RIA and independent firms.
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WHAT TO DO AFTER YOU’RE FIRED
NOVEMBER 1, 2012

As Wall Street has become more regulated, compliance departments have become more vigilant. As a result, more financial advisors are being terminated. Infractions which in the past might have been handled by a slap on the wrist can now end up costing you your job.
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THE BANK PERSPECTIVE
May 1, 2012

Bank brokerage programs have changed and evolved into powerhouses in their own right.
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FIRMS RECRUIT TOP ADVISORS INSTEAD OF DEVELOPING THEIR OWN
SEPTEMBER 1, 2012

Among the thousands of financial advisers we have met over the years, very few have spent their entire careers at one firm. Read more…

CREATING A GENERATION OF DEAL JUNKIES
March 1, 2012

Bill Willis asks: Have the firms gone too far with their huge retention bonuses? Read more…

THE 2012 ON WALL STREET RECRUITERS’ ROUNDTABLE
January 1, 2012

Our annual recruiters roundtable: Dissatisfaction in the ranks and the end of blind loyalty translates into advisors on the move.

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