Willis-Consulting Opens Doors in Upscale Kierland Commons

Willis-Consulting, Inc. has moved its Scottsdale satellite office site into the “Bright Lights, Big City” appeal of Kierland Commons. Located at 15051 North Kierland Blvd, Suite 210, we are in the midst of this big city flavor, high energy driven retail and dining desert oasis. Known for drawing people who “know what they like”, and [...]

“Garden Leave Restrictions” Versus “Broker Protocol”

What exactly is the “Garden Policy” and will it hamper recruiting? Traditionally, wealth management firms largely follow a broker protocol, whereby an advisor cultivates a personal relationship with clients and has ownership of their business. A garden leave restriction would require an advisor to not only stay with a firm for a certain period of [...]