Ryan Shanks

6 Questions Advisors Should Be Asking Their Recruiter

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6 Questions Advisors Should Be Asking Their Recruiter

Over the last 20 years, I've had my fair share of meetings with advisors who've been reluctant to work with another recruiter, having been stung by one in the past. I understand;..

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Step Beyond Awareness and Make Diversity a Pillar of Your Business

Talking about diversity in financial services isn't anything new. Whether we're focusing on gender, race, socioeconomic backgrounds - diversity has been the gorilla in the room..

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FA Match Letter To Advisors

Dear Advisors, I believe there is an epidemic of untapped potential in our industry.

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Is Your Firm Leading with Purpose or Ego?

In recent years, companies everywhere have worked hard to adjust to a huge spike in purpose-driven consumerism. Research tells us that across the world, 63% of consumers prefer to..

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Small Firms Can Make a Big Impact with the Right Advisors

If you visit the home page of your favorite industry news publication right now, you're likely to see a story announcing a significant merger or acquisition. The M&A activity is..

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The Two-Way Street of Advisor Recruiting

For the last 20 years, I've worked as a recruiter for financial advisors under the sole belief that building a winning team can happen only when the firm and the advisor are..

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FA Match Letter To Advisors

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