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Summary: No matter how carefully you hire, inevitably your employees will differ in important ways. Some will be good-humored, intelligent, have a strong work ethic, and always be eager for new challenges. Others will be less so, or worse. You want to do everything you can to keep the first group, because they are critically important to the company's success. Here are five things you should do to retain your top performers.
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Summary: Advisers looking to build relationships with accounting professionals should take a deliberate approach and recognize that right now — as certified public accountants are gearing up for their busiest days of tax season — is probably not the ideal time to request a first meeting.
Added on February 2014 in Join an RIA
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Summary: As the financial services industry continues to evolve with different channels of back-office support, smaller practices have greater opportunities for ownership, the ability to customize the way they serve their clients as well as greater financial rewards.
Added on February 2014 in Join an RIA
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Summary: With more wirehouse and regional advisors seeking greater independence, control, autonomy, superior economics, and the ability to customize the client service experience, independent models have been big winners.
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Summary: I have spoken on social media and PR at two recent conferences: an FPA of Massachusetts media training and Barron’s Top Independent Advisors Summit. In doing so, I realized two things – one, most advisors want more positive publicity, and two, most advisors are still trying to figure out social media.
