For Advisor By Advisors - Interview with Kevin McCarthy, SVP & Regional Manager of Synovus Securities - How Should Firms Decide Who Should Work with Different Client Segments?

For Advisors By Advisors

In this episode, we talk with Kevin McCarthy, SVP & Regional Manager of Synovus Securities. Kevin is a 34-year vet and goes over his history in the business and more specific, the interworking’s of building out bank programs and restructuring them. Kevin talked about how to get the best advisor for the right client is key and that clients always choose who their “relationship manager” is. Kevin also talked about how the bank channel advisors should start focusing on commercial clients going forward and what makes the difference between a great advisor vs. the rest.

I hope you enjoy it!
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I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at [e-mail]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

فصل ها

1. For Advisor By Advisors - Interview with Kevin McCarthy, SVP & Regional Manager of Synovus Securities - How Should Firms Decide Who Should Work with Different Client Segments? (00:00:00)

2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:11:55)

3. (Cont.) For Advisor By Advisors - Interview with Kevin McCarthy, SVP & Regional Manager of Synovus Securities - How Should Firms Decide Who Should Work with Different Client Segments? (00:12:36)