CHALLENGE

Morgan Stanley measured production numbers among comparable tenured Financial Consultants across multiple criteria. Bonusing first quartile performers and eliminating bottom quartile.

ACTION

Implemented sales and marketing strategies to acquire targeted high-net worth clientele, while simultaneously providing top-notch service to existing client base.

RESULT

Finished in the top quartile of comparable Morgan Stanley Financial Consultants in year-one and year-two nationwide. Performance led to a recruitment offer in year-three from competing firm.