It was a busy year at the firms and, as a result, our seven recruiters are predicting quite of bit of advisor movement in 2012. They lay out their reasons below. Whether the firms are just getting aggressive or retention packages are losing their grip, advisors are watching their own bottom line. There is dissatisfaction within the ranks, our experts say. There is an end to blind loyalty and, of course, the management changes at the various firms may not be viewed with much enthusiasm. After all, change is difficult to take for anyone—especially when it has an effect on your livelihood. So read what our recruiters—Carri Degenhardt-Burke, Mindy Diamond, Jonathan Manela, Danny Sarch, Rich Schwarzkopf, Mickey Wasserman and Bill Willis had to say when we met on November 2nd in Lower Manhattan.
FRANCES McMORRIS/OWS: I want to start off with the new guy in our group [Jonathan Manela]. So how was recruitment in 2011 and what's it going to be like for 2012?
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access