Elizabeth McCourt

Mental ability for managing stress and success will make the difference.

An ill-considered comment or a faux pas in the home stretch can wreck an adviser's plans to switch firms, writes coach and recruiter Elizabeth McCourt.

The devotion Edward Jones adviser Laura Crowell has for her daughter, Olivia, and three other kids drives her thinking on tending to the needs of her clients.

The following interviews show opportunity for gender equality in the industry, a leading recruiter says.

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.

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 advisor’s 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.