I listen to the field, take the best ideas, as I did with the PCD group, and build something valuable. I may have never earned a paycheck selling securities, but I’ve paid special attention to the people who do. What we’re doing is also good for our clients, because it’s a staged handoff. We’re also putting together financial packages for our advisors. We’re producing a handbook help with valuations, the nuances of striking a deal, and so forth. Advisors who are close to retirement need an exit strategy. We have sophisticated coaching for our top reps, and we’re also working on succession planning. The fastest way to grow is to help most productive advisors become even better. We’ve been working on practice management. All firms think they have great customer service, technology, and competitive payouts. They’ve been very successful, and we have great retention as a result.Įvery leader is trying to differentiate his company from other broker-dealers. We created Premier Client Division meetings, which we have held in the spring and fall for the last 13 or 14 years. I learned they wanted access to high-end planning strategies and networking opportunities with their peers. How does a broker-dealer bring value to that? I got a list of the top 50 advisors and called every one of them. As producers acquire more clients, they become more skilled in asset allocation and which funds to recommend and they have their own staff. Jack handy how to#My charge was to figure out how to retain them. The company would have liked a fulltime in-house attorney but they couldn’t afford one, so I kept my book of business and worked part-time until they could hire me fulltime.įrom there I started working with our top reps in the Premier Client Division. I circulated my resume and got a job with Financial Network. After working with several broker-dealers to get the deals approved, I thought it would be more enjoyable on the other side of the table. I worked on limited partnerships in the real estate field. In 1980 I enrolled in law school at the University of Southern California at Los Angeles and practiced law for two years after I graduated. Fencing became a varsity sport my junior year and our team won the California Collegiate Championship. Being tall, lean, and left-handed worked to my advantage. She convinced me to sign up for beginning fencing, and I found I had a knack for it. When I was registering for classes for my freshman year at Stanford University, I met the coach of the fencing club. After watching Zorro movies as a kid, I always wanted to try fencing. Jack Handy is President and CEO of Financial Network in El Segundo, CA
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |