Every successful financial advisor has at one time or another reached a plateau in growing their business; you know, that point where they seem stuck on moving beyond to the next level.
If their firm or broker/dealer doesn’t offer PR or media training programs to assist them, then this is often the point at which an advisor begins to investigate moving elsewhere in the industry.
If you are an advisor and at this crossroad, be sure you include research into what training and support programs are available at which industry groups… and at what cost to you. In other words, look beyond the sign-on bonuses.
A reputable and knowledgeable financial recruiter such as Willis Consulting, Inc. will know what is available and where. Small group retainer services are being offered by more and more broker/dealer PR firms.