Recruiting Leadership

AdvisorHub Magazine: How Janney’s Culture Fosters Financial Advisor and Client Success

September 13, 2021

The cover story of the latest AdvisorHub Magazine features the benefits of Janney’s boutique culture, and the firm’s client- and advisor-centric service model. In the article, Jerry Lombard, President of our Private Client Group, and Caitlin Ulmer-Long, Director of Private Client Group Administration, discuss the advantages of Janney’s platform, including:

  • A culture and service model that offers a compelling alternative for wirehouse and independent advisors
  • A committed focus on Financial Advisor and client needs
  • An efficient recruiting process and tools that streamline a transition and enhance the client experience
  • A high-touch, entrepreneurial culture that fosters retention and successful client outcomes

Read AdvisorHub’s Cover Story Here

Related Articles

AdvisorHub Magazine: How Janney’s Culture Fosters Financial Advisor and Client Success

September 13, 2021

The cover story of the latest AdvisorHub Magazine features the benefits of Janney’s boutique culture, and the firm’s client- and advisor-centric service model. In the article, Jerry Lombard, President of our Private Client Group, and Caitlin Ulmer-Long, Director of Private Client Group Administration, discuss the advantages of Janney’s platform, including:

  • A culture and service model that offers a compelling alternative for wirehouse and independent advisors
  • A committed focus on Financial Advisor and client needs
  • An efficient recruiting process and tools that streamline a transition and enhance the client experience
  • A high-touch, entrepreneurial culture that fosters retention and successful client outcomes

Read AdvisorHub’s Cover Story Here

Related Articles

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

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