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Why Half of Mercer's 500 Advisors Are Women

Added on June 2022 in Plan for the Future
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SummaryMercer Advisors is uncommon in an industry that “sorely struggles with diversity,” as CEO Dave Welling frames it. Indeed, about half of Mercer’s 500 advisors are women, he tells ThinkAdvisor in an interview.

 

Next-Gen Successors: You're Not as Stuck as You Think You Are

Added on May 2022 in Plan for the Future
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SummaryFor years, many advisors have been operating under the assumption that successors who inherit or buy a book from a retiring advisor are stuck until their succession obligation has been completely forgiven. That is, should these inheritors decide that their firm is no longer the right home for their growing business, they’d have no choice but to wait out the terms of the agreement and hope for the best.

A Course Correction on Nurturing Talent and Culture

Added on January 2022 in Plan for the Future
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Summary: The Great Resignation has not spared the wealth management industry, and firms would be wise to take heed of one of my grandmother's stark sayings, “You don’t miss your water until the well runs dry.”

Financial Planning in the Era of the Great Resignation

Added on January 2022 in Plan for the Future
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Summary: How important is it for financial advisors to understand the economic and societal impact of the Great Resignation? The significance of this tumultuous labor force disruption is validated by its 2021 entry in Wikipedia, and the 10 million Google hits for that phrase. Over 40 million Americans quit their jobs in 2021. Some employers are so desperate for staffing, they are advertising “Apply today, work today, get paid today.

Op-ed: A succession plan benefits advisory firms and their clients `

Added on December 2021 in Plan for the Future
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Summary: In a time of record mergers-and-acquisitions activity for financial advisory firms, designing and implementing a succession plan has become a critical element for success.

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