Recruiting of Advisors

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Jan 14, 2008 1:03 pm

I am looking for advice from any person in this industry who is responsible for hiring advisors - other than proactive cold calling, relationship development, and list purchases - what other sources have been helpful in identifying great advisors? What are some out of the box methods you have used?

Jan 14, 2008 2:06 pm

Sounds simple but Referrals... Taking a group of FA's to dinner (everyone loves a nice free dinner.. Especially if it isn't hosted by a vender) .. This is the Jones culture so i know it first hand.. But it would work at any other firm guaranteed.

 
Miss J
Jan 14, 2008 2:33 pm

How do you get the FA's to dinner - by calling them cold? And, do you call FA's from the same firm or different firms?

Jan 14, 2008 5:28 pm

BUMP for more posts Am watching this thread like a hawk in the sky!



Miss Jones what u suggest a woman wears when she takes FA male to dinner?Suit? Jeans? Evening dress??New at this! Pliz help!