Rick Rummage

The most important consideration when changing firms is not to tell anyone, other than your spouse, business coach or consultant. An advisor should never mention a move being contemplated.

Compensation is just part of the consideration for an adviser to go independent.

Most banks still have a very low percentage of their customers who are also brokerage clients. This presents the biggest opportunity for advisers.

Advisers at a bank may have to shift to another channel for a few years before retirement, says contributor Rick Rummage.

Key people should be focused on rainmaking, not endless other tasks.

Being able to prove past production means the difference between a great deal and no deal when you're switching firms.

The advisor often feels as if the bank's viewpoint is this: “Thanks for bringing us a revenue stream, now leave and be thankful we even gave you a job.”

Bankers managing advisors is akin to compliance officers managing salespeople. One is constantly wanting to say “No,” the other “Yes.”

Rick Rummage tells advisors to use their planning skills for their careers as well as their clients' financial futures.

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.