New Demand for Financial Advisor Trainees

Open for Financial Advisor Trainees

I didn’t think we’d see it for some time, but looks like the “big houses” are beginning to open up their doors again for Financial Advisor Trainees. As recruiters, we placed some excellent candidates with our clients, but then saw the demand drop drastically in mid 2007 with the beginning of the recession. By last [...]

MD Preferred Financial Advisor Network

financial advisor physician network

So what’s this? An interesting way for Financial Advisors to solicit business from physicians. The National Association of Personal Financial Advisors (NAPFA) announced at their conference in Washington , D.C. that members who pay an annual fee, can be listed in the MD Preferred Financial Advisor Network directory and can display the MD Preferred financial [...]