The first quarter of 2022 is well underway and we continue to see increased volatility in the capital markets along with significant (more…)
Tip: Prospective clients want more than a sales pitch (more…)
A person is allowed only one IRA-to-IRA or Roth-IRA-to-Roth-IRA 60-day rollover per year. This 12-month period is a full 12 months (more…)
Welcome to the Investment Solutions Weekly Roundup, featuring specially curated content to help you grow your business. (more…)
As we enter the first quarter of 2022, we are experiencing increased volatility in the capital markets and significant daily (more…)
Tip – Your client engagement can prevent “buyer’s remorse” (more…)
Tip – Don’t let anything stifle your growth (more…)
Welcome to the Investment Solutions Weekly Roundup, featuring specially curated content to help you grow your business. (more…)
PIMCO’s latest closed-end fund (CEF) IPO, PIMCO Access Income Fund (PAXS), is a multi-sector credit closed-end fund (more…)
We would like to remind you that WIS and the markets will be closed on Monday, January 17, 2022, in observance (more…)
Uncertainty is a constant theme in today’s markets. Join BlackRock’s Russ Koesterich, CFA, JD, Managing Director and (more…)
Welcome to the Investment Solutions Weekly Roundup, featuring specially curated content to help you grow your business. (more…)
Tip – Your marketing plan should play to your strengths (more…)
Welcome to the Investment Solutions Weekly Roundup, featuring specially curated content to help you grow your business. (more…)
Anniversaries are important to us at WIS. This month we're featuring Thomas Weil, Registered Representative. The celebration of anniversaries gives us an opportunity to remember why we are all here... (more…)
Anniversaries are important to us at WIS. This month we're featuring Douglas Zierdt, Registered Representative. The celebration of anniversaries gives us an opportunity to remember why we are all here... (more…)
Tip – Work on Themes rather than Goals in 2022 (more…)
Tip – Recent poll shows best pricing method for advisory model (more…)
Don BizubPresident |
Known for his dynamic style and personal communication, Don draws from his history as an advisor to lead and instruct Securities Industry organizations. This includes his time as President of the Securities Industry Management Association (SIFMA) of Southern California, a Board position at the National Association of Independent Brokers (NAIBD), and active involvement with Vistage, a network of fellow executives who challenge assumptions and provide feedback for advanced decision making. |
Bill MorrisseyHead of Independent Channel |
With extensive experience and a successful track record of designing a value proposition that drives growth for financial professionals and wealth management firms, Bill is an authority in combining the best elements of highly effective growth and practice management strategies that optimize the culture and quality of the financial professional community.
A proven background in executive leadership at prominent independent, wirehouse and regional broker-dealers gives him unmatched insight into developing an environment that best positions the independent financial professional for success in every area of a financial practice. |
