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The NextMove March 2009

The NextMove March 2009


Welcome to the second issue of The Next Move, an independent source of practical advice about how to make the most of your career. If you would like to keep receiving this e-letter you will need to opt-in by clicking on the following link:

Periodically we conduct surveys about advisor best practices and attitudes. We launched one recently and will be reporting back to you in this forum about the results. If you haven't already participated in the survey and would like have a voice in future topics, please do so by clicking here.

We welcome your comments and suggestions about how we can make this newsletter the most relevant to you. Please e-mail comments to the editor at: [email protected]

Are Advisors Moving?

Looking for a job in troubled markets can be a daunting task. But financial advisors have reason to be hopeful: Despite the turmoil, more firms than ever are hungry for top talent.

“If you have a client base and a lot of assets and a clean compliance record, you will have your pick from a host of career options—more so than ever before,” said Darin Manis, chief executive of RJ & Makay a financial recruiting firm in Colorado Springs, Colo.

Transition Tips
When it comes to changing jobs these days, there’s not a lot of wiggle room to negotiate. That said, it is particularly important in turbulent times such as these for advisors who are considering a move (or who are being forced to consider one) to make sure you are doing everything possible to get the job that’s most suitable for you. Here are a few simple pointers to guide you as you think about your next move. More

Advisor Corner

Q: What is/are your biggest challenge(s) in today’s market environment?
A:… The biggest challenge is to restore the trust…
… keeping clients focused on long-term planning…
… keep up with the new financial information …
… The first part is to maintain the business…



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