For Advisors, Stifel’s Actions Speak Louder Than Words
In these uncertain times, smart Advisors not only look at what a firm says, but what they actually do. Stifel Chairman & CEO Ron Kruszewski and Co-President Jim Zemlyak have led this firm for more than twenty years by talking the talk AND walking the walk. Below is the note Jim Zemlyak sent to Stifel advisors last Friday, outlining Ron Kruszewski’s letter to U.S. Securities and Exchange Commission Chairman Jay Clayton and Secretary Brent Fields.
Take the time to read this and hear what it sounds like when your firm’s leadership supports your role with your clients. Ron presents a common sense response to harmonize regulations and promote choice for financial advisors and their clients. I have been in this industry for 25 years and have not found anyone quite like Ron and Jim – fully committed to growing our firm and supporting advisors who call Stifel home.
Think about the voice of your firm and how your firm’s leaders fight for your ability to serve your clients as you wish. Then call me to learn more about how the culture here at Stifel may be better aligned to you, your family, and your clients.
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Note from Jim Zemlyak:
Greetings from St. Louis – host city of the PGA Championship this weekend. I wanted to make sure you all had seen the comment letter that Ron sent to the SEC earlier this week in response to their proposed Regulation Best Interest. It is an excellent piece, and one more example of Ron’s tireless efforts to protect client choice and defend the brokerage model.
I think you will appreciate how firmly Ron stands behind our industry and the standard of care you provide clients year in and year out.