Retention (Part Two)
Retention in the Broker World — The Glue That Binds (Pt 2 of 2) Part 2 – The Basic Fundamentals – In Part 1 of “Retention” I dealt with the importance of retaining assets (aka Advisors) during a merger or …
Retention (Part One)
Retention in the Broker World — The Glue That Binds (Pt 1 of 2) Part 1 – The Merger Money – A short while ago I wrote an article entitled “Why Do Brokers Move?” (see blog articles in Curry-Henry Group …
Toughest Job
A number of years ago a branch manager in Western Canada happened upon a situation which provided him some hard lessons in leadership. In the late afternoon on a hot summer’s day, one of his brokers returned to the office …
Forms of Transition
“I Have Done My Very Best”, Richard Nixon, August 09, 1974 The transition of Nixon as P.O.T.U.S. to a laid- back life in San Clemente must have been difficult to say the least. To go from sharing pleasantries with Chairman …
The Rookie Dilemma (Part Two)
Hard landing in today’s brokerage industry Part Two – Corporate Perspectives The Corporate View There has always been a strong sense of obligation in the securities industry to prepare and train a new generation of advisors in order to secure …