Jonathan Henschen

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  Evaluating Broker-Dealer Service

  By Jonathan Henschen  |  November 1, 2010

  It's no secret: One of the main reasons reps leave firms is lousy back room service. Sure, all broker-dealers claim to offer terrific service. However, when...

• Find the Right Balance: Broker-Dealer Service Ratios

  By Jonathan Henschen  |  October 25, 2010

  One of the best ways of checking quality service is a firm's rep-to-staff ratio. In fact, this ratio is a key attribute that too many...

• What Drives High Turnover

  By Jonathan Henschen  |  October 25, 2010

  o Unreasonable management o Low pay or poor benefits (the highest retention firms pay in the upper 25% for their industry or region) o Firms with numerous...

• Broker/Dealer Briefing: Which B/D Model Works Best?

  By Jonathan Henschen  |  July 1, 2009

  As I was jetting home recently from my fifth broker/dealer due diligence meeting since January, with another five on tap before year-end, and ten years...

• Transfer Time

  By Jonathan Henschen  |  June 1, 2008

  For advisors pondering a move from a wirehouse to an independent broker/dealer with visions of large, forgivable transition loans dancing in their heads, it's time...