As a couple of our top managers say, it is the people you surround yourself with that matters. For the 10 men and women here, it is also their understanding of how each of their advisors operate that has led to their branches' success. "I listen because I learn more that way," one winner says. That statement epitomizes the main trait rewarded by our judges: David Gardner, co-founder of Smart Consulting, a consultancy in the managed accounts area; Stewart Lee, CEO of Lee Training, which coaches branch managers; Alois Pirker, research director at financial services research firm, Aite Group; and Scott B. Smith, associate director at Cerulli Associates, which focuses on the brokerage business.

Brett Bellcase Regional Brokerage Manager and Senior Vice President Wells Fargo Advisors San Antonio and Austin, Texas Number of Advisors: 36 Branch Aum: $2 billion

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access