Jonathan Henschen

• 

  5 IBDs That Changed the Game

  By Jonathan Henschen  |  March 26, 2013

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

• 

  That Which Seems Intuitive Is Often Wrong

  By Jonathan Henschen  |  January 21, 2013

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

• 

  6 Overlooked Criteria for Broker-Dealer Due Diligence

  By Jonathan Henschen  |  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.

• 

  Woodbury-Advisor Group Deal: A Recruiter’s Perspective

  By Jonathan Henschen  |  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.

• 

  The Financial Advisor Balancing Act

  By Jonathan Henschen  |  March 1, 2012

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

• 

  Finding the Right Safety Net

  By Jonathan Henschen  |  January 1, 2012

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

• 

  10 Steps to Bulletproof Your Practice

  By Jonathan Henschen  |  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  |  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  |  October 1, 2011

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

• 

  Making the Case for Midsized Broker-Dealers

  By Jonathan Henschen  |  April 1, 2011

  Over the course of the last year, fraudulent alternative investments have brought down not only small broker-dealers but also midsized firms such as QA3.