Industry experts who act as judges to determine On Wall Street’s Top 10 Branch Managers come away with an intimate knowledge of what makes these leaders the best in the industry. They essentially come to know the nominees almost as well as the advisers who nominate them.
Kenton Shirk, associate director at research firm Cerulli Associates, learned after several years of judging that most managers take a strategic direction that’s inclusive of advisers and ensures that all of them have a voice that’s heard. Some of the branch managers interviewed by On Wall Street in our cover story call that an “adviser-centric” approach that’s critical to the success of everyone involved, including the firms. “The result is a clear vision and specific goals for the branch — inspiring everyone toward a common path,” Shirk adds.
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