Elizabeth McCourt
PresidentElizabeth McCourt is president of McCourt Leadership Group, a coaching and consulting firm in Westhampton Beach, N.Y.
Elizabeth McCourt is president of McCourt Leadership Group, a coaching and consulting firm in Westhampton Beach, N.Y.
The same competitive mindset that leads to victory in sports can give advisors the advantages they need for a successful practice, a leading recruiter says.
You must keep a clean record because longevity and productivity no longer provide immunity from compliance problems, even for top talent, a leading recruiting expert says.
The past year saw some of the biggest moves in recent memory, which may indicate the further dominance of larger teams in the industry, says recruiter Elizabeth McCourt.
The discussion of what happens to an advisors book is parallel to the conversations that advisors should be having with their clients: Prepare for the future and the unexpected, says recruiter Elizabeth McCourt.
Analysis: The case of the one-time billion-dollar advisor who was barred from the industry gives cause for wealth managers to make sure they are within the bounds of the rules.
Holding special events and activities for clients can strengthen relationships with wealthy individuals in your business, as long as advisors keep within compliance.
How these leaders forge stronger relationships with advisors.