“It is all culture over process,” said Nestor J. Vicknair, founder of the VMT Wealth Management Group with Merrill Lynch in Houston. Nestor Vicknair brianbriggsphoto@gmail.comBoth Vicknair and Scannell manage large teams. Scannell, who is affiliated with Ameriprise Financial AMP , 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 as many as nine different team members talk to the same candidate,” he said. We want people who really want to improve themselves as people.”Scannell said team members are given autonomy.

Source: Forbes June 09, 2021 15:11 UTC