Plan for the Future
Contingency and succession planning are critical to your advisory firm's success. Review the wealth of information.
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"Lean In?" How About Simply "Don't Lay Down"
From PFI Advisors
Added on October 2016 in Plan for the Future
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Summary: Sheryl Sandberg’s 2013 book kicked off a public discussion on what it means to be a successful woman in the workplace, and it provided strategies and motivation for women to get ahead in their careers. More specifically to the financial services industry, Sallie Krawcheck has done some amazing work with her company, Ellevest, and has written some eye-opening articles detailing her experiences of successfully scaling the corporate ladder in the male-dominated world of Wall Street.
Voices How one adviser coped as Hurricane Matthew bore down
From Financial Planning
Added on October 2016 in Plan for the Future
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Summary: At the office, my co-workers developed a disaster plan that they test regularly. On Thursday, they quickly put it into action. In addition, I have never been so grateful for compliance.
How Advisory Firms Can Stay Competitive With Employee Benefits
From FA Magazine
Added on October 2016 in Plan for the Future
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Summary: We know the scope and range of employee benefits have changed dramatically. According to a recent study by the Society of Human Resources Management (SHRM), telecommuting benefits alone have risen threefold over the past 20 years, to 60% of employers surveyed. Fully 88% of organizations now offer professional memberships as a benefit, up from just 65% 20 years ago.
9 pressing issues facing independent advisory firms
From InvestmentNews
Added on October 2016 in Plan for the Future
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Summary: The 2016 InvestmentNews Financial Performance Study of Advisory Firms – the advice industry’s only independently run benchmarking study– has now been fielded annually for over 20 years. Originally conceived by Mark Tibergian and for a long time published by Moss Adams LLP, the benchmarking study series has been owned and produced by InvestmentNews since 2009. This year’s report saw responses from nearly 250 independent advisory firms, who submitted in-depth data on the intricacies of their businesses.
4 Steps for Onboarding a New Team Member
From WealthManagement.com
Added on October 2016 in Plan for the Future
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Summary: Let me begin by saying that nothing great was ever built without a team. You and your venture, whatever it is, are no exception. You are going to need people to help you do this. And, they can’t be just any people, they need to be the right people and they have to be on- boarded properly to get them up to speed quickly so they can make a contribution.
