Streamlining the Front Desk
September 19th, 2007 by
admin
One of the biggest problems Morgan Stanley's wealth management unit has been facing in recent years is a steady loss of top-producing financial advisors (FAs). Each one was taking important clients and their assets to rival brokerages. During the 2005-2006 period, Morgan Stanley's turnover rate among FAs ran to nearly 11 percent. Thanks in large degree to Cisco's networking technologies and consulting ...
Posted in Financial Service News |