Thanks in part to a new automated recruiting tool offered by his independent broker-dealer Cetera Financial Group, Scott Pulkrabek, senior vice president of business development at Legacy Advisor Network in Madison, Wis., says his firm has added 14 new people to its 40-person operation in less than a year.
I push the button and its gone. Its fantastic, Pulkrabek says of the emails he sends out every three weeks to roughly 3,400 advisors in Wisconsin through the tool, known as Connect2Clients or C2C. Im not creative in writing and I dont want to send [marketing emails] to compliance. Id rather have them created for me. Legacy is part of the Cetera Financial Group firm Cetera Advisor Networks.
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