by Patrick M. Kelly | May 7, 2014 | Social Media
Advisors need to be compliant, effective and comfortable with their social media activities. Socialware and Hearsay Social, are two technology companies that provide software for ensuring that advisors and their employers remain within regulatory bounds. Their...
by Patrick M. Kelly | Apr 14, 2014 | Financial Recruiting Industry
Despite whatever recruitment deal or retention fee a financial advisor gets, it does not constitute a contract of employment, and you CAN be fired. Common “career killers” are worth reviewing from time to time. Danny Sarch, president of Leitner Sarch Consultants,...
by Patrick M. Kelly | Jan 20, 2014 | Financial Recruiting Industry, Job Market
The Bureau of Labor Statistics has indicated that financial advising jobs are projected to grow 32% between 2010 and 2020. This will result in the addition of 64,000-plus jobs during that time frame. Good news to be sure. A driving factor behind this growth in jobs is...
by Patrick M. Kelly | Jan 16, 2014 | Minority Hiring
An overwhelming majority of Hispanic and African-Americans say that financial services firms need to hire more diverse staffs, according to a survey conducted by Harris Interactive on behalf of Edward Jones. The Hispanic and African-American populations represent 17%...
by Patrick M. Kelly | Jan 10, 2014 | Financial Advisors
Tom Walrond, North Atlantic regional director with Raymond James & Associates (and a very successful recruiter in his own right) says, "The key to a successful transition is to thoroughly plan and prepare for moving your practice. The amount of time you...