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When It Comes to Motivating Staff, It Ain't Always About the Money

Added on April 2019 in Manage Your Practice
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Summary: Employee happiness and motivation are not driven by compensation but by advancement, respect and trust, as I explained in a recent blog. As is often the case when I voice this belief, I got a flood of emails telling me I’m wrong.

Attracting Top Talent Means Rethinking Benefits

Added on April 2019 in Manage Your Practice
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Summary: Firms interested in attracting and retaining young talent may want to reconsider the basics of health, dental, vision and retirement benefits. Adding student loan repayment options to employee benefits can be a significant draw for new-to-the-industry advisors, and with new tools and stats backing up their attractiveness, there are fewer reasons not to at least consider adding this perk.

Icons and Innovators

Added on April 2019 in Thought Leadership
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Summary: For a third year, InvestmentNews is recognizing the innovative leaders of the financial advice industry who are shaping and transforming the profession.profession.

The need for a successor can sneak up on you, so plan ahead

Added on April 2019 in Plan for the Future
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Summary: InvestmentNews'​ new series on advisers' succession planning experiences has been well received by business owners struggling with the process — or even getting motivated to start the process.

Social media has changed, but here's one thing that never will

Added on March 2019 in Thought Leadership
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