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Articles tagged "Georgis"


Ross Ozer: We’re bringing the strength of our marketing (experience) to bear. We do this for a living.

Fidelity steps up effort to bestow its marketing magic on RIAs
Schwab, Pershing and TD Ameritrade are all quietly amping advisors to win new business, too

Tuesday 5.10.11
Nick Georgis: Advisors get knocked like they’re not good business people. I don’t agree with that at all.

Schwab University is fast off the mark and its course selection is set to grow
RIA principals are pleased to be relieved of rote training tasks

Friday 4.22.11
Custodians are aggressively hiring good talent to keep up with RIA demand. Schwab's hire of Nick Georgis was a good example of that.

Part II: The things 11 through 20 that show the RIA market is really heating up in 2010
Everything from New York Times recognition to accelerating executive hires suggest the RIA realm is getting hot

Tuesday 3.23.10
Nick Georgis: I had time to get away from the thinking you get from coming to the office and doing the same thing every day

Why Nick Georgis came back to Schwab and how the old hand may bring new vision
The former sales chief believes he is wiser after being away for six years

Tuesday 3.2.10
Nick Georgis: My job was [previously] more the day to day issues. What’s exciting is helping to determine where the business evolves in the next five years.

Nick Georgis returns to Schwab Advisor Services
The former head of sales will assume many of Barnaby Grist's duties

Monday 3.1.10
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Most Emailed Stories »

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Cathy Curtis: My goal is to have prospective women clients find me on LinkedIn.RIAs recount how they reap new clients using LinkedIn and Twitter, stealing a march on shackled wirehouse advisors
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Grant Barger: Any prospect should ask: What is your purpose?5 questions advisors must prepare to answer to remain relevant
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Phyllis Borzi: We thought we hadn't done enough.Borzi: Exemptions from conflict of interest will be part of new fiduciary proposal
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Mark Tibergien: It's been a dream of ours.Pershing and BNY Mellon unveil a unified, 'dream' RIA and bank custody unit
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Sallie Krawcheck: I worry our industry will become the Republican party -- with middle-age white guys talking to middle-age white guys, saying that we need to change.At Envestnet event, Sallie Krawcheck alludes to Crager alliance, blasts women-as-niche marketers and edges perhaps closer to endorsing the RIA model