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Summary: The consulting firm Moss Adams has estimated that the industry could face a shortfall of more than 200,000 advisers by 2022. Now, more than ever, attracting and retaining talent is essential to an advisory firm’s success.
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Summary: Setting a price on a service is a challenge in any industry, so it is no wonder that some advisers are wrestling with the issue of whether they should be flexible in their fees or stick with a standard offering, such as 1% of assets under management.
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Summary: Fatefully, he met Joe Grabar, a managing partner at Raleigh-based Fortress Financial Partners. Though they did not join forces right away, they kept the lines of communication open for six months. Gure eventually asked to join Grabar’s growing independent office. Grabar said if he was willing to commit, he would take him under his wing.
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Summary: Employees leaving quickly could mean that your team will never reach the success you’ve planned out for your business. And the question that needs to be answered here is ‘Why do employees leave a company?’ What is it that companies are doing wrong because of which they are not able to sustain good employees?
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Summary: I recently worked with an adviser whose firm has been expanding its ownership for the past 10 years. He summed up his succession planning process this way, “Succession planning should be about doing what's best for the clients, the business and protecting all of your constituencies.” In other words, succession planning is about taking care of your firm’s future.
