A branch manager is essentially in charge of running a small business for a distributor, and HARDI's new training program will help participants develop the skills to successfully run a branch ...

Stewart Lee, a former branch office manager who heads Wellston, Okla.-based Lee Training — a consulting and practice management firm which helps develop SIFMA's Branch Manager Development Program — ...

The Heating, Air-conditioning and Refrigeration Distributors International certified 32 members through its branch manager training program. The students spent six months working on management skills ...

Branch managers, who are expected to oversee the work of advisors and foster cultures of compliance — and who often take on the role of business coach — don’t have it easy. This year’s Dealers’ Report ...

While financial advisors are the face of the industry, the people clients interact with most, branch managers are no less important. They have long played a vital role in the careers of their advisors ...

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Across organizations of all types, manager training is broken. To start, many managers don’t get any training at all. According to a 2018 study by West Monroe, a digital consulting firm, 59% of ...