 Recruiting key talent needs to be an ongoing process and a priority for all of the management team. Always be on the lookout for talent; don't wait until someone quits or the firm has reached capacity."Kelli Cruz, founder, Cruz Consulting Group. |
Summary: At its heart, an advisory firm is a people business: The value delivered is driven almost entirely by its members. Just as advisors would look for the most appropriate assets to deliver on a client's investment objective, firm owners need to understand that the way you staff and motivate your practice will drive your firm's performance.
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