The biggest challenge this year for Mike Zito has been keeping his advisors focused and motivated during a very rapidly changing environment, He provides honest feedback, which he feels is one reason he sees very little attrition. He is focused on growth and is constantly evaluating Trustmark's footprint and looking for gaps and openings to add advisors.

 

Bank: Trustmark National Bank
TPM: LPL Financial
Location: Jackson, Miss.
FAs manager oversees (12/31/2012): 14
LBEs manager oversees(12/31/2012): 70
Team production 2012: $7.8 million
Team production 2011: $7 million
Team AUM (12/2012): $1.34 billion
Team AUM (12/2011): $1.26 billion
Avg. production per rep: $468,314
Years at bank: 10
Years in industry: 23
Age of program: 10 years
Sample of products: Variable annuities, Mutual funds, Advisory accounts
Do you decide what products are on the shelf? No

Related: The Top 20 Program Managers

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