NEW! Industry Update: Are the Wirehouses Getting Ready to Give Independence a Run for the Money this Year?
Wirehouse recruiting seems to be on an upswing, exemplified by recent high-profile hires and deals like Morgan Stanley’s acquisition of E*Trade. Are they getting ready to win the recruiting wars? Mindy explores the latest in the battle for talent. Listen…
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The Bull Market for Advisors, Where They’re Moving to and Why
This episode explores where advisors are going, how movement is fueling the landscape’s evolution and what’s serving as a “barometer” of change for the industry at large. Listen…
On Clashes, Sleeping Giants, and the Handwriting on the Wall
A new bi-weekly segment that takes a look beyond independence into what’s going on in the wealth management world at large. 10-minutes on 3 things happening now and the impact on how financial advisors serve their clients and grow their businesses. Listen…
The Complete Podcast Series
Bill Williams, Ameriprise
David Bahnsen, The Bahnsen Group
Matt Crow – Mercer Capital
And many more to come, so stay tuned!