If you are a financial advisor looking to grow your business, or if you are thinking of retirement and want to sell your practice, Cambridge Investment Research is launching a succession planning venture, under the name Continuity Partners Group, for 23 advisory firms in the Fairfield, Iowa broker-dealer network.

I note this because it’s an interesting concept ; not only will an advisory firm be able to take out a loan from Continuity in order to buy out another firm, but also a junior advisor can get funding to buy out a practice from a senior advisor.  Read more...

Looking back on my own career growth before I became a financial recruiter, I recognize the value of working alongside my father. He brought me into his business as a retail financial advisor and it was through is guidance and training that I truly learned the business and what it takes to be successful in sales.

In today’s business world, financial services institutions have the opportunity to pull from a multi-generational workforce.

Generations ‘Y’ and ‘X’ are turning to the ‘Boomers’ for advice on finances and careers. Recognizing this, we strive to build a strong multi-generational candidate pool, whereby our clients have the opportunity to select from a wide scope of candidate experience to fill the gaps within their institutions.