Gallery: Six Keys to Managing Millennials
Managers who understand what makes millennials tick will have the edge when it comes to recruiting and retaining young advisors. Here are six key areas where millennials differ from older colleagues.
The Secret to Managing Millennials
Gen-Y recruits have very different expectations from work than their older colleagues. So as more baby boomers age out of the business, office managers who know what makes millennials tick will have an edge.
Can Training Programs be Saved?
Traditional brokerage training programs are a failure, and the industry is not replacing aging advisors. So some brokerages have turned to colleges and universities to find new blood, offering special curriculum and internships to jump start the next wave. Will it work?
Making Multi-Generation Practices Work
Branch managers increasingly find their offices filled with advisors from different generations. Here, a field guide to understanding what makes baby boomers, gen Xers and millenials tick.
How Not to Recruit
It’s part of a branch manager’s job to bring in, and keep, talented advisors. Here a list of things to keep in mind when recruiting.
Training the Next Generation
A handful of firms are trying to fix the problem of training the next generation of advisors. Advisors Ahead, a start up from an industry veteran, and a program inside Raymond James offer two examples of what advisor training may look like in the near future.
Where Do BoMs Go?
Branch office managers are being squeezed out of the industry they helped build. So where do they go? Most find their skills easily translate elsewhere in the financial services arena.
What Your Advisors Hate About You
The branch office manager used to be the highly revered elder statesmen of the industry. No more. Many advisors say the position is increasingly part of a corporate bureaucracy with a mandate to push the agenda of the firm over the interests of the clients.
An 'Old-School' Branch Manager in a Whole New World
More work, same pay has been the story for branch office managers over the past decade. It took a tragedy among his ranks to help one Wells Fargo manager find personal value in an increasingly difficult job.
This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's. 
