The Next Move

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October 29th, 2009




	A recent Cerulli study found that 65 percent of wirehouse advisors want to move to an independent channel, however only 23 percent actually make that leap. If you are considering a move to independence, what is biggest factor holding you back?

Advisor Corner

Interview with advisors Kelly Hindman, Lynn Faust, Brad Pine and Kevin D. Mahn
advisors faces
Q: If you could reverse time and change anything about your career, what would it be?
A: Kelly Hindman: I would listen to my heart and trust my instincts in two critical areas. The first concerns delaying my career move into the financial services industry for approximately 10 years, while I opted for the illusory security of a corporate position and a regular paycheck... More

THIS MONTH'S FEATURE

Look Before You Leap: Top Things to Consider Before Switching Firms
Perhaps you’ve been thinking lately that your current job may not be for you and you’d like to move on. Before you get overwhelmed by the emotional and financial implications, take a breath, relax, and read on to learn some important pointers to consider as you ponder your next move. More

MOSTLY COMMISSIONS TO MOSTLY FEES: MAKING THE SWITCH WORK FOR YOU
If you’re thinking about trying to build the fee-based side of your business, you’re not alone. The number of fee-based financial advisors is expected to grow from just over 16,000 to over 19,000 by 2012, according to a recent estimate from Tiburon Strategic Advisors, a consulting firm in San Francisco. But switching to a mostly fee or fee-only model takes a lot of planning, and proper implementation is crucial to success. Read on for some how-to advice on making this transition. More

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