Manage Your Advisors

Products and services provide solutions for human capital management challenges

Diamond Teams™ White Paper

Angie Herbers Inc. White Paper, Diamond Teams™, illustrates how a simple organizational structure redesign will change many major advisory firm issues. The white paper provides a clear career path and succession plan for advisors at all levels. Price: $0.00
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Hire Train and Leave: A White Paper by New Planner Recruiting

It is costly for a firm owner to hire a new planner, train that new planner, and then eventually have that new planner leave to join a competitor or become a competitor themselves. This study examines the issues surrounding the Hire, Train and Leave (HTL) phenomenon to determine if it really is a risk for firm owners.
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Hiring & Retaining Top Talent for Growth

Unlock your advisory firm's potential with the right people in the right roles.Gain insights on how to manage human capital from this free white paper by Cruz Consulting and Franklin Square.
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Ten Best Practices in Investment Advisory Partnerships

In the wider business world, the rate of failure for mergers is about 70% and there is little reason to believe that independent RIA mergers are any different. These failures not only waste money but are a profound distraction from the business. So while there can be great benefits to creating a partnership, there are also significant risks. This paper is focused on maximizing those potential benefits and minimizing those risks.
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The Partnership Resource Compatibility Report

Are you deciding if you should take the next step with your match? Test for compatibility with a Combined Partnership Assessment before you buy, sell, merge, join or add an advisor to your firm .
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