Top Ten Branch Managers
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.
Our independent panel of judges Bill Butterfield, analyst at Aite Group, Kenton Shirk, associate director at Cerulli Associates, and Stewart Lee, CEO of Lee Training vetted the nominations and winnowed the list down to the top 100 branch managers. From this group of honorees they selected the top ten managers of the year, based on their abilities to motivate, mentor and guide their advisors to higher levels of success.
Click through to see this year's top ten.
And read more here to learn about this years winners, including what they look for in recruits, their biggest challenge and the achievements theyre most proud of.