Willis Consulting Blog

  • Financial Advisors Today

    More from OnWallStreet.com, Danny Sarch, “Evolution of Wealth Management”: [pullquote]Financial advisors consider themselves the caretakers of their clients’ financial lives and see themselves as fiduciaries, putting clients’ interests ahead of their own[/pullquote] “Advisors today have evolved into much more than just salespeople. Many will state without hesitation or equivocation that they consider themselves the caretakers […]

  • The Evolution of Wealth Management

    Danny Sarch, a 30 year veteran as a headhunter for the financial services industry takes a look at the changes within the industry over the past 30 years, in a great article in OnWallStreet.com: I quote: “Let’s go back to 1984, when wealth management was called Retail Brokerage. And the word “retail” was often said […]

  • Reach for the Financial Advisor Recruiter

    No one will dispute; the Internet is a great place to find jobs. But why squander your time (and eyesight) searching through screen after screen for every search term you plug in? If you are considering a career change or a move within your career industry, let a specialized recruiter guide you through the process. […]

  • Scottsdale Office Expands to New Location

    Willis Consulting, Inc. Scottsdale office has a new location! We have relocated from 15051 Kierland Blvd, Scottsdale, AZ to: 8970 E Raintree Drive, Suite #300 Scottsdale AZ 85260 Drop in and see our expansion and “new look”. You can still reach us at (480) 361-9490. [map lat=”33.620959″ lng=”-111.888235″] [/map]

  • Junxure Cloud Released

    [pullquote]…it is obvious that it was designed by developers that have a deep understanding of the RIA business[/pullquote]It has taken much longer than anticipated, but Junxure CRM (www.junxure.com), a firm that integrates CRM technology, consulting and training for financial advisors, has finally announced the general release of “Junxure Cloud,” its comprehensive, cloud-based suite of CRM/office […]

  • Fiduciary User Fee Battle Continues

    Advocates of a uniform fiduciary standard have been frustrated by the slow movement on the issue at the SEC, where Chairman Mary Jo White has directed staffers to develop a menu of options for how to address the investor confusion associated with the uneven regulatory models that govern advisors and brokers.[pullquote]communicating that the sky will […]

  • TD Ameritrade’s New Website for College Students

    TD Ameritrade is preparing to launch what it says will be the first website to match college students with financial advisor jobs and internships being offered by advisory firms. Students will be able to search the listings by location, full-time or part-time jobs and internships. For the first year, only financial professionals affiliated with TD […]

  • University Financial Advisor Training Programs – Wave of the Future?

    As larger firms are struggling to replace a retiring generation of brokers who helped generate years of steady profits, Edward Jones, the 92-year-old St. Louis brokerage, is looking to head off projected shortfall of financial advisors by sponsoring training classes at U.S. universities. The program, to begin at Kansas State University as students return for […]

  • Financial Advisors Make 2 Mistakes When Looking to Move

    Over the thirteen plus years of being in the recruiting business, I’ve observed a lot of financial advisors going through the recruiting process who have made two common mistakes which have jeopardized their placement opportunities. Number one is thinking you can do this on their own without the help of a recruiter. Makes no difference […]

  • Protocol for Broker Recruiting for Financial Advisors

    [pullquote]“The Protocol for Broker Recruiting” for financial advisors has become an industry standard[/pullquote] “The Protocol for Broker Recruiting” establishes a framework of best practices for financial advisors who are moving firms or going independent in order to ensure smooth, conflict-free transitions, protect financial firm proprietary information and uphold client privacy. It has become an industry […]

  • Are Bank Acquisitions of High End RIAs a Sign of the Future?

    [pullquote]Banks and the independent advisory model do not fit[/pullquote] Boston Private Bank & Trust, a division of Boston Private Financial Holdings, is buying Banyan Partners — one of the industry’s fastest-growing wealth managers, with $3.7 billion in assets under management and $4.3 billion in total assets. Boston Private will pay approximately $60 million in cash […]