In 1987, when J.C. Bradford was trying to lure Jill Bradley away from Merrill Lynch in Louisville, Ky., she tossed out what she figured would be a deal-breaker. “I said, ‘Why don't you make me branch ...

In a branch office, reps are not the only ones who depend on their sales skills to increase bonuses. Branch managers are evaluated upon how successfully they recruit. Yet, many managers are never ...

Brokerage firms look long and hard for talented, seasoned and motivated branch managers, but some advisors aren’t sure managers actually add much value to their business. In fact, in response to ...

June 2008 Arecent study by Booz Allen Hamilton Striving for growth: Best practices in retail banking sales and service channels revealed that the majority of banks are failing to fully meet customer ...

As a textbook example of middle management, the best ones are both the advocate of the advisor as well as the firm s representative to the field, while successfully retaining credibility with both.

Megan Keenom has been promoted to branch sales manager of Arvest Bank, 224 S. Coker St., Greenwood. Keenom has four years of industry experience, most recently serving as an assistant branch manager ...