Rick Rummage

We'll soon unveil our ranking of top bank advisors. In the meantime, one of our regular contributors outlines the characteristics needed to excel in the channel.

Changing jobs can be messy if you mishandle the details. Here are 5 tips on making a career move.

Advisors have invested a significant amount of sweat equity in their books. Why not tap that resource to fund their own retirement?

Potential clients won't know how good you are unless you can articulate your value and show them how you’ll fix their problems.

Truly effective managers help propel their advisors to higher levels of success—here’s how.

What makes a big producer as opposed to a small one? Why do some advisors grow quickly while others barely get by? Learn what's really behind success in this industry.

Advisors who work for larger institutions tend to cover fewer branches, which allows them to focus on service and increase production.

Here are 21 simple steps to make 2015 a great year for you, your clients and your business.

Advisors thinking of resigning need to avoid the pitfalls--here's a primer on how to consciously uncouple from your employer.

The gap between the pack and the stars is not as insurmountable as you might think—here’s how to make that jump.

One advisor’s story of discovering a fundamental truth: Personality fit is crucial to achieve professional success

Cold calling prospects is a great strategy if you approach it the right way—calling lists are relatively easy to obtain and few other advisors are doing it.

Prospects don't like the feeling of a sales approach -- you must be genuine and establish a level of trust to succeed.

Setting realistic expectations for clients up-front is crucial to the relationship and can help you bring in new business.

No matter who you are, interviewing for a job can be stressful, but why? There are a few reasons and the stress makes sense when you analyze them.

All wealth management firms have generally the same commission structure: bigger producers keep more—and it works. Yet, this is the opposite of our tax structure.

I was driving home from the interview more excited than I had been in years. I could not believe thatI actually landed the position and I beat out hundreds. The job was mine and life was turning around. There I was, fifty four years old and I had been an unemployed manager for eighteen months. Howand why did it happen? I had such a long successful career as a brokerage manager. I always hit orexceeded my…

Recruiter Rick Rummage discusses how to avoid getting stuck without client information and proof of production if you get fired.