The firms that are going to succeed must provide a solution in order to help develop the next generation of great advisors. Without the right guidance, new hires may become disillusioned, and the planning business may lose important talent.

Glenn  Kautt, Chairman of The Monitor Group

Our Commentary

An advisory firm need systems in place to provide consistency of care for not only its clients but perhaps  more importantly, its employees. While development plans are arduous to create, they will payoff many times over. A clear path will keep the human capital  healthy and thriving in your firm.