Branch managers are charged with knowing their advisors. Advisors, however, may not know their branch managers quite the same, or be able to distinguish the personality styles of their leaders.

Ideally, managers can guide advisors by generating business ideas and removing obstacles in the way of their goals. However, if advisors fail to connect with their branch managers, it can interfere not only with their financial success, but also with job satisfaction and comfort with their own firm.

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