For Advisors By Advisors - Interview with Joseph Luchini - An Advisor’s Manager and How They Can Play a Key Role in Your Success!

27/09/2022 25 min Temporada 1 Episodio 15
For Advisors By Advisors - Interview with Joseph Luchini - An Advisor’s Manager and How They Can Play a Key Role in Your Success!

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Episode Synopsis

 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 lines of business are key in a post Covid advisor world.  Hope you enjoy it!  Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.  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 [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

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