The 10-minute download that takes a broader look at what’s going on in the wealth management world and the impact on an advisor’s business.
In this episode, Mindy explores the “resurgence” of wirehouse recruiting and its impact on the industry at-large, including:
- The important signals firms are sending to advisors—and how recent high-profile hires and Morgan Stanley’s E*Trade acquisition are the strongest signals yet.
- Why the wirehouses are still the right fit for many advisors and their clients—and how these firms are starting to differentiate from the pack.
- How advisor sentiment has helped to shift the tides—and why trends in movement may be readying to make a shift.
And ultimately, what this all means for employee advisors—regardless of whether you’re considering a move or not.
It’s 10-minutes of insights with value for all advisors—just what you need to know to see your way forward clearly and thoughtfully.
Podcast: Play in new window | Download (Duration: 10:08 — 12.3MB) | Embed
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Related Resources
Resurgence in Wirehouse Recruiting: Are the Tides Shifting?
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What’s Changing at the Wirehouses—and Why You Need to Pay Attention
As firms cut back on recruiting and amp up their retention efforts, the balance of power shifts further and further away from the advisors—diminishing leverage, business value and opportunity, and leading down a path that advisors fear most. Read->
9 Trends That Will Put Advisors in the Driver’s Seat for 2020
The new year ushered in a “perfect storm” in which the intersection of 3 forces – changing advisor sentiment, reshaped client expectations and powerful retention efforts by the brokerage firms – has laid the groundwork for a world where advisors have the upper hand. The question is, will they take it? Read->
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