Each year On Wall Street partners with New York Life/MainStay Investments to honor wealth managements top branch managers. This years nominations came from industry insiders, including advisors and support staff, the people who best know the positive impact that a great branch manager can have on his or her office.
In the mid-90s, it was about product education. In the early 2000s, it was about risk management and mitigation. In 2008, it was about explaining how we were going to navigate those treacherous waters. Throughout those years you were putting the client first. And as a manager you were looking for how you could help FAs do that, explains Kirk Mandlin, a Portland complex manager for Wells Fargo Advisors, and also one of this years honorees.
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