For the third consecutive year, Stifel ranked No. 1 overall among employee advisor firms in J.D. Power’s U.S. Financial Advisor Satisfaction Study. We’ve always known Stifel is the best firm for advisors on Wall Street, but once again we have the credentials to demonstrate it.
In addition to ranking No. 1 overall, Stifel ranked No. 1 in 5 of 6 categories:
#1 LEADERSHIP & CULTURE
Ron Kruszewski, Chairman and CEO, and Jim Zemlyak, President and Head of Global Wealth Management, have built the industry’s most advisor-centric culture – a place where advisors can come to enjoy the business again, feel 100% supported, are free from bureaucracy, and are simply trusted to serve their clients as they see fit.
#1 PRODUCTS AND MARKETING
When it comes to serving your clients, from the affluent to the ultra-high-net-worth, we have everything you need and then some. More importantly, we offer direct access to product area experts and problem-solvers. Marketing support and building a brand that is unique to your practice is free and easy here. Websites, digital marketing, social media, you name it … we allow it.
#1 OPERATIONAL SUPPORT
At Stifel, our financial advisors are the top priority. From the leadership team to home office associates, advisors are genuinely cared for and treated like family. We don’t believe in phone trees or 1-800 numbers for you or your clients. It’s simple. We answer the phones and are here to get you the answers you need, when you need them. As a firm, we know that your success is pivotal to our success.
#1 TECHNOLOGY
At Stifel, we invest in technology to help you strengthen client relationships and generate new business. Our technology was built to empower you, not replace you. We don’t have Stifel Edge, we’re not buying an E-trade, and we don’t believe in discount brokers, robo-advisors or anything built to take you out of the equation.
#1 COMPENSATION
Our comp plan is simple, fair and best-in-class. Did we mention it’s only changed three times in three decades? In fact, it’s so simple it fits on a coaster. No tricks, just transparency.
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