The wealth management industry celebrates the best advisors: those with the biggest book of business and the fastest revenue growth are recognized with awards and club levels. But an integral part of every advisors success is the branch manager.
These too-often unheralded laborers are the mentors and matchmakers of the industry, marshaling resources when their advisors need them most, introducing potential teammates and sitting in on client meetings in order to provide feedback. The best branch managers get their star advisors to shine, and give extra coaching to those who may be struggling to reach the next level of production.
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