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Summary: In this post, we will clarify the subtle but vastly important differences between succession planning and Exit Planning. Clarifying the meanings behind these concepts will allow you and your clients to examine and successfully implement The Seven Step Exit Planning Process™, which is critical to assure that your clients exit their businesses smoothly and successfully.
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Summary: The industry is evolving, and advisers need to move away from the kind of ad-hoc career development that has defined the business in the past. This has meant that employees’ jobs have just morphed as firms grow, without any systematic management changes or guidance.
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Summary: As communication trends and consumer demands change, so must an adviser’s marketing strategies. Of the trends that will blossom in the coming year these five will most impact how advisers conduct business. As you prepare for 2017, consider integrating these developments into your marketing plan.
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Summary: That time of year is almost here – performance and compensation reviews. I know that most managers (and employees) dread these hour long rites of passage. You may be asking; do I have up-to-date data to benchmark my compensation levels? Does my budget accommodate increased salary ranges for employees I want to promote? Are my base salaries competitive? Is my incentive package motivating my employees to exceed my expectations? Here is a short checklist to build the framework for your compensations discussions
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Summary: Wealth management firms should develop broad talent and compensation strategies relevant to their goals. The next generation needs to know that it has a future, one with a clear path toward leadership and ownership.
