From InvestmentNews
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Summary: For Joe Reeves and Ron Butt, co-founders of Louisville, Kent.-based ARGI, the pursuit of a viable succession plan for their $2.6 billion financial planning firm was the original objective, but the ESOP provided the added bonus of giving all employees a potential stake in the RIA's ongoing success.
From Financial Planning
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Summary: In my conversations with advisors and firm owners over the past year, I’ve heard a repeated lament: There is too much competition for top talent. Rivals are snapping up the strongest candidates, offering more money or more flexibility. Sometimes firms lose out because they are too slow to make an offer.
From Financial Planning
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Summary: When I changed careers from medicine to financial planning in 2004, my big idea was to take care of my closest 20 physician friends — and not work too hard doing it.
From InvestmentNews
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Summary: Do you have a plan for the future of your firm? Mentoring new college grads is a great answer.
From ThinkAdvisor
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Summary: It’s summer. Your number one client has a child who will graduate from college in a year, and they need to start building work experience. Your client asks you to do them a favor and take him on as an intern.
