Senior Leaders, Complex/Branch Managers

What does it take to become a firm of destination?

A firm, a complex, a branch where reputationally, advisors talk about you with respect, admiration and a complete appreciation of the value you provide.  You are the go-to firm.  You are the go-to leader whose value proposition is understood, your beliefs on advisor productivity gets nods, your process to takes advisors business to the next level is envied, your successes reflect on how you've helped other advisors can fill up a file cabinet drawer.

Are you welcoming questions on what makes you different and why advisors should come to work for your firm and you? 

Pusateri can help.  Our consulting and eventual training and coaching can create a culture you may have imaging but did not know how to create.

Winning the race for advisors is your mandate.  Keeping and growing their practice keeps you up at night.  Losing them to some stupid money your competitor's offer give you nightmares.

Talk to us about changing