![]() ![]() Life is more fun when we’re doing something meaningful. They want to have mastery, autonomy and purpose. “People do not want to feel micromanaged. Scannell said team members are given autonomy. We want people who really want to improve themselves as people.” Everybody has to find their ‘why,’ what they wake up for in the morning and get excited about. We want people who are willing to step outside their comfort zones on a regular basis to achieve something other than ordinary.” Scannell continued: “If you want comfort, growth is not in your future. “Everyone would say they want something better, but not everyone is willing to do what it takes to get better.” We have people on the team who want something better,” Scannell said. “He is a star and he’s helped us build a culture that is attracting other top leadership people.” Having been a principal partner on VMT Wealth Management in Houston he is well versed in the process and strategies involved in coaching Financial Advisors to present the combined benefits of. Scannell said his firm added a chief operating officer from outside the financial industry. Managing growth is another challenge both industry leaders spoke about. That is what we are up against,” Scannell said. They have multiple full-time chefs and they have a bowling alley. SBUX and Costco for talent,” said Scannell, who is located in Mercer Island, Wash. “If we have one or two people who don’t agree, or have questions about the candidate, very often, there is a chance that something is there,” Vicknair said.įinding the right talent means doing your homework, but also means being willing to offer creature comforts and additional pay in a job market where high-tech companies and startups are aggressively courting young talent. “If we all collectively agree on this person, the chance is they are going to be a good hire,” Vicknair said. “We have as many as nine different team members talk to the same candidate,” he said. We make sure we are picking people with the right chemistry,” he said. The key, Vicknair said, is deciding at the beginning if a person is going to be a good fit. “It seems the hardest part of growing a team is finding a person who is a match for your team,” she said. Scannell, who is affiliated with Ameriprise FinancialĪMP, said his firm has 68 team members and close to $3 billion in assets while Vicknair said he oversees 32 team members and $6 billion. “We have been adding roughly one person each year for the past 18 years,” Vicknair said.Ĭrist asked Vicknair and Scannell to explain how they hire and nurture talent. Nestor Vicknair and Scannell manage large teams. Scannell and Vicknair, both Forbes/SHOOK Top-Ranked advisors, spoke at the June 3 Forbes SHOOK Virtual Top Advisor Event titled “Forging Ahead.” Heather Crist, head of field engagement at UBS Wealth Management USA moderated the session. Life is more fun when we’re doing something meaningful.Added Erin Scannell, founder of Heritage Wealth Advisors: “We are living and breathing the old Peter Drucker quote of ‘culture eats strategy.’” ![]() “Everyone would say they want something better, but not everyone is willing to do what it takes to get better.” Merrill Financial Advisors in Houston, TX 77002 Merrill Tune out the noise: Wealth planning for the year ahead HOUSTON, TX Merrill Lynch Wealth Management Branch Office Contact Us Request Appointment 713.658. “He is a star and he’s helped us build a culture that is attracting other top leadership people.” We are competing with Amazon, Microsoft MSFT, Starbucks SBUX and Costco for talent,” said Scannell, who is located in Mercer Island, Wash.
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