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Podcast: For Advisors By Advisors
Episode: For Advisors By Advisors - Interview with Joseph Luchini - An Advisor’s Manager and How They Can Play a Key Role in Your Success!
Description: In this episode, we talk with Joseph Luchini, Senior Vice President & Regional Director for Synovus Securities, Inc. Joe was my manager for nearly 5 years at my prior firm and knows the ins and outs of the bank channel more than any manager I know. He is an “Advisor’s Manager” which is the kind of manager you want as they have your back first and fore most. We talked about what makes a financial advisor successful in the bank, what the politics are inside the bank, and new advisors coming into the banks. Also, how working with your partners and other l...