Blog
Four keys to transition from wirehouse to RIA
Posted by Mike Lover, VP, Strategic Business Development, E*TRADE Advisor Services on January 22, 2020 | 0 Comments
There’s been an uptick in the number of advisors leaving wirehouses for broker-dealers and registered investment advisors in recent years, but breaking into the RIA channel comes with its own set of challenges. By going...
3 Big Advisor Personnel Problems, Solved
Posted by Mike Lover, VP, Strategic Business Development, E*TRADE Advisor Services on December 10, 2019 | 0 Comments
In my career working with advisors, I’ve often discussed the importance of incorporating time-saving technology and selecting the right custodian. In the hunt for increased productivity, however, it can be easy to overlook the human element. For many reasons, attracting and retaining top...
Three tips to coach clients through volatility
Posted by Mike Lover, VP, Strategic Business Development, E*TRADE Advisor Services on October 8, 2019 | 0 Comments
While many investors have reaped the benefits of an unprecedented bull market, volatility is a risk. Sustained volatility is hard to stomach, sparking emotional decision-making and attempts to time the market. In fact, according to E*TRADE’s Independent Advisor Sentiment survey,...
How to better serve female clients and advisors
Posted by Lindsay Faussone, VP of Strategic Business Development, E*TRADE Advisor Services on September 10, 2019 | 0 Comments
It’s no secret that there’s a significant gender gap within financial services. While nearly half of all financial services employees are women, they occupy just 15 percent of the industry’s executive suites1 and comprise a mere 17 percent of US financial advisors....