Tools

Branch Builder Personal Values Quiz

Branch Builder Personal Values Quiz

17 Jan 2018

Answer the questions in this quiz to determine an accurate assessment of your personal values and strengths as a branch manager.


Guides
Running a Super Branch

Running a Super Branch

17 Jan 2018

Chris Holloway, President and CEO of Investor Securities Group, gives tips on running a successful super branch.


Videos
Benefits of Joining a Branch

Benefits of Joining a Branch

15 Jan 2018

What if a move to an independent business model could be free of the worries that drain your productivity? Joining an established branch office of an independent broker-dealer is the perfect platform for increased flexibility and earning power that comes...


Guides
Ultimate Guide to Managing Staff

Ultimate Guide to Managing Staff

16 Nov 2017

Hiring support staff means you are building a team. For your team to do well, every member must be recruited and selected carefully, compensated fairly, trained appropriately and managed well. Learn how to prepare for your new employee, manage performance...


Guides
Contingency Planner

Contingency Planner

08 Nov 2017

To be prepared when a crisis occurs, you need to start planning today. This workbook walks you through gathering key contact information and establishing plans for various emergencies.


Guides
Branch Culture Elements

Branch Culture Elements

08 Nov 2017

These nine elements provide a framework for articulating your branch's culture to prospective advisors.


Guides
Building Your Emergency Marketing Kit

Building Your Emergency Marketing Kit

07 Nov 2017

You never know what the future holds. Be prepared.


Guides
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