Robert Leach spent the first eight years or so at Heritage Bank as the sole producer before he started to slowly hire advisors in key markets served by his bank. He still gets in the office every day at 6 a.m. to make calls from lists the bank provides or make calls to companies he works with on their 401(k) plans.


Bank: Heritage Bank of the South
TPM: LPL Financial
Location: Albany, Georgia
FAs manager oversees (12/31/12): 3
LBEs manager oversees (12/31/12): 0
Team production 2012: $2.1 million
Team production 2011: $1.6 million
Team AUM (12/2012): $253 million
Team AUM (12/2011): $184.1 million
Avg. production per rep: $518,300
Years at bank: 11
Years in industry: 15
Age of program: 11 years
Sample of products: Variable annuities, Mutual funds, Advisory accounts
Do you decide what products are on the shelf? Yes

Related: The Top 20 Program Managers

Register or login for access to this item and much more

All Bank Investment Consultant content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access