Carri Degenhardt-Burke

All Carri Degenhardt-Burke's Stories
How will clients react if their advisors' transition pay becomes public information?
When production stalls, advisors need to either get going or move on.
With the possibility FINRA will adopt new rules on compensation disclosure, advisors contemplating a move in the next three years may want to make it now.
How to prepare for termination or avoid being fired.
How to make a seamless move to a new firm with less effort
Resist these common mistakes and make a smooth transition when hiring.
Consolidation is everywhere so it pays to keep your eyes and ears open for opportunities.
Find a manager for whom you are priority No. 1 at deal time—not one who will woo you and forget you
Virtual contact can't take the place of real conversations.
A recruiter argues that you should be using and getting as much support as possible in these volatile times.
Unlike men, women are more focused on relationships when deciding whether to move to another firm.
Preparation and planning is essential for a flawless move to a new firm.
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Oct 14, 2015
Nov 3-5, 2015
The Broadmoor Hotel in Colorado Springs, Colorado
Nov 4-5, 2015
New York Hilton Midtown, New York, NY