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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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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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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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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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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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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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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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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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.
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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.
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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.