Branch Office Management and Marketing:  Ideas, Insights, and Strategies

Richard J. Franchella
Senior Managing Director, Private Client Group
RBC Wealth Management
Executive Committee, SIFMA Private Client Services Committee

Richard Franchella will share management and marketing strategies that can be adapted and readily implemented in branch offices of all sizes.   A former branch manager and financial advisor, Rich is on the Executive Committee of SIFMA's Private Client Services Committee and a regular contributor to our  branch manager training programs.  He will share insights from his experiences on growing a branch's business, motivating FAs, exercising proper supervisory oversight, and leveraging "experience marketing”  to enhance client retention and acquisition.

Success Factors in Branch Management

James A. Parrish, Jr.
Executive Managing Director
President, Private Client Group
Morgan Keegan & Company, Inc.
SIFMA Private Client Services Committee

Jim Parrish will share his thoughts and perspectives on the growing challenges that branch managers face regarding FA motivation and coaching, coupled with supervisory responsibilities, and the success factors that lead to enhanced client satisfaction.