Rick Rummage

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.