Michael Kitces looks at the financial advisor talent shortage issue.  He offers suggestions about how this can be solved from looking at how some similar industries handle the issue.  Firms may need ...

Consultant Kelli Cruz provides her ingredients for what goes into a successful compensation plan. Read more... ...

At times, we may think the people we manage are not communicating the way we would like them to.  A veteran consultant responds to a question from an owner about this.  Her response provides a great ...

As industry consultant, Kelli Cruz, questions at the beginning of the article... Have you ever calculated the cost of hiring a new employee? It’s not cheap. One of the best strategies to retain emp ...

Veteran industry consultant, Angie Herbers, offers a great take on why organization charts don't work well in the financial advisory firms. Advisory firm owners should think about their employees in a ...

If you are considering rolling out a new compensation plan at your firm, this article provides guidance and considerations. Read more... ...

If you have ever wanted to start a study group, this article includes great tips on how to get started.  Included are initial questions to answer, rules for the group and ideas for the facilitator. R ...