Seeing her small clients take Morgan Stanley's brunt, a 12-year Smith Barney vet decamps with $100 million after meeting with Schwab
Rene' Nourse joins CONCERT to avoid telling smaller clients that MSSB benefits were being taken away and to create a brand aimed at middle class urbanites
Firstgroup Recruiting Solutions, LLC
Recruiter
Top Executive: Frederic St Laurent Jr
Kelsen
A firm like CONCERT sounds like it could have been a good resource for René. But what advisor…with a mass-affluent client base needs just 'middle office’ solutions.
A fully comprehensive cloud solution includes: CRM, lead generation, rebalancing, financial planning, trade order management, opportunities tracking, email and social media with complete archiving, complete ability to securely share emails, calendars network folders and tasks, fully automated and unified document management, choice of custodian and platform solutions (TDAmeritrade, Fidelity, Schwab, PAS, Genworth, Envestnet and SEI), full transition support and training…..for IARs or RIAs.
Who offers this….Dynamic Wealth Advisors.
