Jonathan Henschen, CFS, Henschen & Assoc.

About the Author

Jonathan Henschen, CFS, Henschen & Assoc.

Jonathan Henschen, CFS, is President of Henschen & Associates. Jon's firm helps advisors find broker-dealer relationships that best fit their business profiles, while helping them uncover unique, progressive and previously unknown opportunities. Henschen & Associates contracts with more than 70 independent broker-dealers and 15 producer groups. Henschen is also a regular contributor to Investment News, On Wall Street, Investment Advisor, Broker/Dealer, Broker World, Producers Web, Bloomberg News, WealthManagement.com and AdvisorOne.com.

Visit Jon's website, http://www.findabrokerdealer.com or contact him at (888) 820-8107, (651) 433-3501, or e-mail at jon@henschenassoc.com

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  Is Your Broker-Dealer a Screaming Eagle or a Box Wine?

  By Jonathan Henschen, CFS, Henschen & Assoc.  |  May 22, 2013

  Whether you’re a high-end wine or a high-end broker-dealer with a cult following, it’s all about “the experience.”

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  5 IBDs That Changed the Game

  By Jonathan Henschen, CFS, Henschen & Assoc.  |  March 26, 2013

  What makes these independent broker-dealers “important?” They break new ground, making IBDs an increasingly viable alternative for advisors.

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  That Which Seems Intuitive Is Often Wrong

  By Jonathan Henschen, CFS, Henschen & Assoc.  |  January 21, 2013

  One of my summertime readings was John Stossel’s book, “No They Can’t: Why Government Fails—But Individuals Succeed.”

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  6 Overlooked Criteria for Broker-Dealer Due Diligence

  By Jonathan Henschen, CFS, Henschen & Assoc.  |  October 23, 2012

  It’s not surprising that when the majority of registered reps look to change their broker-dealer, they tend to focus on short-term factors and immediate satisfaction.

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  Woodbury-Advisor Group Deal: A Recruiter’s Perspective

  By Jonathan Henschen, CFS, Henschen & Assoc.  |  August 3, 2012

  As far as acquisition matches go, the purchase of Woodbury by AIG could turn out to be one of the better retention purchases by the insurance giant.

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  The Financial Advisor Balancing Act

  By Jonathan Henschen, CFS, Henschen & Assoc.  |  March 1, 2012

  American culture exalts accomplishment and makes it a focal point for self-worth.

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  Finding the Right Safety Net

  By Jonathan Henschen, CFS, Henschen & Assoc.  |  January 1, 2012

  When changing broker-dealers, transition time is typically brief—only one or two months.

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  10 Steps to Bulletproof Your Practice

  By Jonathan Henschen, CFS, Henschen & Assoc.  |  November 28, 2011

  As a recruiting firm, we deal with compliance issues so frequently that, put in college terms, I majored in recruiting and minored in compliance.

• The Decline of Insurance-Owned Broker-Dealers

  By Jonathan Henschen, CFS, Henschen & Assoc.  |  November 1, 2011

  From 1990 up until a few years ago, insurance companies dominated broker-dealer acquisitions in order to gain greater control over insurance product distribution.

• Top 5 Reasons Advisors Change Broker-Dealers

  By Jonathan Henschen, CFS, Henschen & Assoc.  |  October 1, 2011

  Five years ago I wrote about what motivates advisors to change their broker-dealer; many things have changed today.