They are problem-solvers. They are cheerleaders. And they roll up their sleeves to work alongside their advisors these Top 10 Branch Managers for 2010. In the four years since MainStay Investments/New York Life offered to sponsor this event, the people who have led the pack have stood out for their devotion to their staff of financial advisors, as well as to their clients. Obviously, these two groups go hand-in-hand. You can't build and maintain a successful and profitable branch in the financial advisory business unless both the advisors and their customers are satisfied.
Whether it has been more regular face-to-face meetings with clients, or getting an outside coach to assess the strengths and weaknesses of an office, these top performers take the necessary —and sometimes unpleasant — steps to make it work. Yes, it's about recruiting star talent, but it's also about retaining those advisors and their clients; keeping morale up when the markets come crashing down and clients are in a panic; and keeping everyone on track so advisors can help clients meet their financial goals. Branch managers have to manage up, as well as down, so it's not an easy job — not by a long shot. So, here is a brief snapshot (presented alphabetically) of each of the Top 10 Branch Managers for 2010, who will be honored at a dinner in New York City in early May.
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access