by Patrick M. Kelly | Aug 22, 2014 | Financial Recruiting Industry
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...
by Patrick M. Kelly | Aug 18, 2014 | Financial Advisors, Financial Recruiters
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...
by Patrick M. Kelly | Aug 14, 2014 | Going Independent
[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...
by Patrick M. Kelly | Aug 11, 2014 | Banks, RIA
[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...
by Patrick M. Kelly | Aug 6, 2014 | Networking
The following is a blog article I posted about a year ago and I find it still relevant within the industry today and worth repeating. Too often we get caught up in “social media connections” forgetting the human side of our “connections”. [pullquote]You have to think...