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Branch managers are supposed to be leaders, so they can have significant impact on the local culture. Their leadership can profoundly affect an advisor’s perception, productivity and, ultimately, his loyalty.[/pullquote]
President and CEO of Willis-Consulting, Bill Willis has some insightful and helpful hints for both new Branch Managers and the Advisors who find themselves having to establish relationships with new managers.
In the past three years, it’s a “rare bird” who has not had to go thru the painful steps of readjusting to new procedures and policies enacted by new management.
For some wise input, I encourage you to read what Bill has to say from the viewpoint of recruiters for the industry…be you an advisor, or a manager. Reporting for OnWallStreet, on May 1, read Bill’s article Meeting the New Boss, Making the Right Impression.