 In the end, those organizations that are successful in building a culture of success will find that they are best qualified to address the increasingly complex, dynamic demands of clients, employees and the wealth management industry generally. These organizations ultimately will attract the best talent, adopt the best approaches, create the best infrastructure and find the best orientation for the future."
Adam Birenbaum, chief executive of Buckingham and BAM Advisor Services and Michael Nathanson, chief executive of The Colony Group
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How to create a culture of success at your firm
Adam Birenbaum and Michael Nathanson | InvestmentNews, August 2014
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Summary: As wealth advisers, we spend our days elbow deep in portfolio management, estate planning, market analysis and other endeavors important to the financial success — and ultimate satisfaction — of our clients. Yet more goes into building a truly exceptional client experience than an adviser's individual expertise or experience. Successful firms intentionally cultivate a culture that provides support and opportunities for their employees to thrive, their businesses to grow, and for their clients to become advocates for the teams that advise them.
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