“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 year’s honorees.
Each year OnWallStreet.com honors wealth management’s top branch managers. This year’s 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.
An independent panel of judges vetted the nominations, narrowing the list down to 100. 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.
Honorees for 2014 include managers from:
Wells Fargo (4)
RBC Wealth Management (1)
Raymond James (2)
BofA Merrill Lynch (2)
Janney Montgomery (1)
You can read about them at OnWallStreet.com.