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Travel/Venue Info

Fontainebleau Miami Beach
4441 Collins Avenue
Miami Beach
Florida 33140 USA

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Tuesday, March 15, 2011

4:00 PM - 4:50 PM

CONSIDERING MAKING A BD/RIA MOVE? A LEADING RECRUITER DISCUSES KEY ISSUES IMPACTING THE DECISION FOR THE WIREHOUSE, INDEPENDENT AND REGISTERED INVESTMENT ADVISORS

Christine Baker EVP, Business Development, J.W. COLE FINANCIAL, INC.; MEMBER FINRA/SIPC

• Understanding the current BD and RIA environments and the impact on the transitioning advisor

• Advisor trends

• Identifying the drivers to making a move and finding the right fit

• How does the use of social media and other marketing strategies affect the BD/RIA decision?

• Compensation and transition packages being offered

• Understanding the current BD and RIA environments and the impact on the transitioning advisor
• Advisor trends
• Identifying the drivers to making a move and finding the right fit
• How does the use of social media and other marketing strategies affect the BD/RIA decision?
• Compensation and transition packages being offered

 

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