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Bank Brokerage Programs Evolving Into Powerhouses
May 14, 2012 By Leave a Comment
“If you are conservative, and a team player who does not mind a more structured environment, then your personality could be right for the bank brokerage culture. If growing your business is more important than receiving the largest transitional package, then I encourage you to explore the bank brokerage space.” Quote from Bill Willis, CEO [...]
Increase In Investment Revenue For Banks = Increase In Financial Advisors
May 11, 2012 By Leave a Comment
Banks looking to increase their investment revenue could do better by focusing on reducing the size of advisors’ territories and hiring more financial advisors, according to PrimeVest’s latest white paper on “growing investment programs.” According to Catherine Bonneau, president and CEO of PrimeVest, in an interview with OnWallSteet’s Margarida Correla, The research called out the [...]
Alliance For RIAs Council Created for Financial Advisors
May 4, 2012 By Leave a Comment
“aRIA” or Alliance for RIAs, has been formed by six RIA firms, it was announced this week according to Matt Ackermann, reporting for OnWallStreet. The group plans to meet on a regular basis and provide “thought leadership” to independent and wirehouse financial advisors. Firms represented on the council include: Savant Capital Exencial Carson Wealth [...]
LinkedIn Essential For Advisors To Expand Business
May 2, 2012 By Leave a Comment
If someone would have told me three years ago that I would have my business profile out there on Facebook, or Twitter, or any other social networking site, I would have laughed and said “No way, bro!” But, now I have to face it…social networking has become the new “norm” as the way we communicate [...]
