The Manager Of The Phoenix Location For Stuart & Co Brokerage Firm Essay

The Manager Of The Phoenix Location For Stuart & Co Brokerage Firm Essay

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Philip Anderson
Overview
Philip Anderson has been the branch manager of the Phoenix location for Stuart & Co brokerage firm for 21 years. Phil started his sales career as soon as he finished college, receiving his first job as a salesman with a cereal producer. Two years later, Bill switched careers to a brokerage firm and has been in the brokerage industry ever since. Phil believed “his job was to develop and nurture profitable relationships with as many clients as possible, and the specific products and services sold to clients should be dictated by the needs of those clients” (Merchant & Van der Stede, 2012). Phil had the largest branch when it came to clients, sales volume, and net profit, however, his annual bonus trailed behind other branch managers.
Stuart & Co was one of the largest brokerage firms in the industry. When Phil joined Stuart & Co, they “emphasized the development of long-term client relationships based upon rendering expert independent financial advice” (Merchant & Van der Stede, 2012). They prided themselves on having financial advisors that were trus...

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