Dave Lindorff

All Dave Lindorff's Stories
A few clients in the right profession can lead to a whole book of clients who do the same thing.
A few banks started paying their advisors by salary years ago--now others are considering the same.
Veteran bank advisors are being lured away by big brokerages and finding new talent to take their place is challenging.
The robo "threat" may work itself out, says one expert, but that could take a long time. Plus, it's not the only pressure bank advisors are facing. We'll offer more details on these demands in the days to come.
Doing something an advisor loves can bring in more clients than a slew of promotional meetings.
An online presence can help build an advisory firm but can hurt a reputation if overused.
Some may not want to get dressed, shaved and made up before meeting on camera.
Turning business away might hurt advisorsí growth prospects.
The recruits collectively had $1.7 million in annual revenue before making the move.
An advisor group left the wirehouse for the independent side of Raymond James.
Seniors increasingly rely on their advisors, so donít let them down.
Julian Cruz, an advisor at IBC Bank in McAllen, Texas, along the Rio Grande River, goes south of the border for the majority of his business.
Slide ShowsSee All »
Current IssueView Past Issues »
VideoSee All »
Conferences & EventsSee All »
Feb
10
Feb 10-12, 2016
Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.
Jun
16
Jun 16-17, 2016
Sheraton New York
Jun
22
Jun 22, 2016
Convene, NYC, NY