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
Janney Continues Growth in Connecticut with Addition of Financial Advisor Patrick SullivanPatrick joins the firm with over 17 years of experience.
Will ORielly Joins Janney as Head of Investment and Wealth SolutionsJoins with 30 years of experience working with financial advisors, private banks, insurance compa...
Janney Improves Client Experience with Enhancements to its Secure Client PortalUpgrades improve client experience within a modern, planning-focused design.