 I’ve never seen a firm with that model that didn’t grow faster than a firm where the owners didn’t share equity."Rick Schwartz, managing director for business consulting, Schwab Advisory Services |
Why Advisory Firms Need an Employee Ownership Plan
Charles Paikert | Financial Planning, November 2015
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Summary: Financial advisory principals who want to drive growth, increase the value of their equity and keep their best employees can’t afford to ignore an employee ownership plan, advocates say.
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