Robert B. Ritter Jr.

MARCH 28, 2022

The post Blog #219: Exceptional Split-Dollar™ (Part 1 of 2) (Including a “Jim Harbaugh” Variation to Recruit a President for a Tax Exempt University) first appeared on Bob Ritter's Blog, ideas for financial service professionals. Still, such a strategy can look terrific if you know […].

Recruitment 40

Recruitment Taxes Financial Services Planning 40

Million Dollar Round Table (MDRT)

OCTOBER 9, 2022

So, I never thought it was possible that I’d be considered a digital financial advisor. These have helped me gain the trust of new clients and new recruits for my team. Instagram — My peers in the financial services profession make up 90% of my followers. Yet, I’ve made great strides in this area.

Media 87

Media Ethics Recruitment Marketing 87

eMoney Advisor

DECEMBER 15, 2022

adults said their most trusted source of financial advice was a financial advisor. Here, we take a look at projected job growth for financial advisors, the predicted wave of retirements, the demographics of financial planners, and more. Financial Services Industry Trends. Examining Median Pay.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

Diamond Consultants

JUNE 23, 2022

Advisor Group’s acquisition of American Portfolios Financial Services reminds independent reps whose broker dealer recently sold that whether content or not with your firm, the news is unsettling. So what does an IBD advisor do next? In 2021, Cetera Financial Group acquired Voya Financial Advisors.

Financial Services 52

Financial Services Recruitment Clients Investment Advisor 52

Inside Information

MAY 30, 2023

Finally, I have to think that if these BD firms are truly moving toward becoming advisory firms, they must be growing increasingly uncomfortable with their membership in the Financial Services Institute. It’s a ‘tell’ that belies the quotes that the credulous writers will display in their articles.

Communication 40

Communication Sales Compliance Insurance 40

The Big Picture

OCTOBER 24, 2022

BLS recruits, just like all other organizations, recruits at college campuses. NORTON: These are portfolios that we’re creating, whether they’re individual stocks, or whether they’re multi-asset portfolios that we offer to financial advisors who in turn offer them to their clients. NORTON: They can be.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

APRIL 25, 2023

And the next case that was called, this attorney was on the other side explaining why they had a right to recruit this broker. HAMBURGER: Somehow this deal that was concocted, you know, on the back of a cocktail napkin, you know, seemingly amongst four global titans, you know, of financial services. RITHOLTZ: Right.

Compliance 154

Compliance Wealth Management Clients Management 154