Jodie Papike

About the Author

Jodie Papike

Jodie Papike is the Executive Vice President of Cross-Search, the first third-party, independent broker-dealer advisor and executive placement firm. Cross-Search consults with financial advisors transitioning to new independent broker-dealers, leveraging due diligence on over 100 independent BDs. The firm acts as a concierge to financial advisors in transition, guiding them through the entire process of identifying their most appropriate options, negotiating a deal and transitioning clients. For more information, please visit www.cross-search.com.

• How the Best OSJs Retain and Compensate Advisors

  By Jodie Papike  |  December 1, 2010

  Advisors who stay with their OSJ for the long-term do so because of the value they receive in exchange for what they give up in payout.

• Successful Recruiting Tactics To Grow Your Branch

  By Jodie Papike  |  November 2, 2010

  Deciding to grow your business by adding advisors to your branch is a decision filled with multiple variables, not to be taken lightly.

• Successful Recruiting Tactics to Grow Your Branch

  By Jodie Papike  |  November 2, 2010

  Deciding to grow your business by adding advisors to your branch is a decision filled with multiple variables, not to be taken lightly.

• Now Is the Time to Change Firms

  By Jodie Papike  |  October 4, 2010

  While broker-dealers report that 2010 has been a slow year for bringing in new advisors, especially after two booming years for recruitment, now may be the time for advisors who are considering making a move to act.

• Four Things Reps Often Overlook When Changing BDs

  By Jodie Papike  |  September 14, 2010

  When advisors consider transferring to a new broker-dealer, they are often so focused on remedying a contentious or otherwise difficult situation that they can be nearsighted to a host of important factors that will affect their overall happiness at a new firm. The universe of broker-dealers is large and diverse....