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What really stands out here is that local management expressed a willingness to do whatever is necessary to help our business prosper. At Stifel, they are always working to get to a ‘yes’ even when ‘no’ is a much easier answer.
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At my previous firm, I used to spend 20% of each day dealing with bureaucracy. We don’t have that at Stifel, meaning I’ve basically gained an extra day in each week that I can now spend serving and building relationships with my clients.
We have an incredible home office in St. Louis to support our advisors. Through acquisitions and hiring, we have also built a home office presence in New York that provides resources dedicated to high-net-worth clients and financial advisors with sophisticated businesses.
Where our previous firm felt too cumbersome, cut off our entrepreneurial spirit, and operated more like a bank, Stifel has been quite the opposite. Stifel has a flat structure, with direct access to our CIO, management, and senior leadership.
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