Recruiting
Explore the latest industry news and advice that can help financial advisors hire the best employees and find the right partners to help grow their businesses.
Producer Succession Planning - Recruiting and Training the Next Generation of Professionals
By Michael J. VietriLittle has been said about the retirement issues financial services companies are facing as many of their own producers, many with years of business experience ...
March 06, 2007
FPA Seeks Director NomineesThe Financial Planning Association is recruiting candidates for its board.The FPA, Denver, says the FPA's 2007 board of directors will elect the 2008 board from ...
February 01, 2007
Wachovia Private Client Hits $600K Per AdvisorJim Hays, president of Wachovia Securities Private Client Group, describes what growth the division is aiming for this year. --- Wachovia's Private Client Advisors Private Client Group: 5,958 In-Bank...
December 01, 2006
Smith Barney Advisors Under PressureSmith Barney insists it retained more than 80 percent of Legg Mason reps acquired last year through Citigroup's purchase of Legg Mason's retail operations. This...
October 25, 2006
New York Life Launches Recruiting SiteA large insurer has expanded efforts to segment the universe of potential sales reps.New York Life Insurance Company, New York, has posted an insurance sales ...
September 01, 2006
Division IVWoodbury Financial Services Year founded: 2001 Producing reps: 1,822 Est. gross revenue (2006): $204.6 million Avg. annual gross production per rep (2005): NA Ratio of reps to home office: 8.9 to...
July 01, 2006
Morgan Stanley Cuts TraineesIn another move designed to cut costs and increase average broker production, Morgan Stanley has trimmed its broker training program down to between 700 and...
March 19, 2006
A Recruiting And Training Action Plan For Today's Broker-DealersThe challenge of recruiting qualified producers to any financial services organization, be it an insurance company, broker-dealer, wirehouse, IMO (independent marketing organization) or bank, may ...