Founders need to take several steps to encourage the next generation if they want their firms to thrive.
Actions, not words, really make the value system of a firm.
When business owners bring family members into their organizations, it can wreak havoc.
The lead advisor role is the basic building block of the financial advisory industry and a critical achievement in the development of a second generation (“G2”) professional...
Non-revenue operations people need a place to shine at their jobs, too.
Firms should define ‘balance,‘ and professionals need to be realistic.
Few advisors are selling their practices outright. Here’s why.
Defining what newer advisors will do is crucial to building your practice.
A simulation asking relationship managers to run a fictional business produces interesting results.
A lack of differentiation in careers, compensation and opportunities can cause problems.
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