Winnie Sun
Co-founder, managing director
Sun Group Wealth Partners
Irvine, Calif.
1. Companies must have managers who embrace diversity. Treat ALL employees the same—have one success criteria regardless of gender/ethnicity. Have transparent, open communication.
2. Today’s employee values work/life balance. Gone are the days where you could only find stability working at a large firm. Employers need to compete for talented employees and that means being mindful of today’s employee needs, focusing on fostering positivity in and outside the office. Have a formal maternity/elder care program for financial advisors. Have a program that ensures they can take paid time to care for their families.
3. Have a long-term mentoring program for new advisors that embraces work-life balance, technology/mobile office, and marketing coaching to help attract new clients.
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