Growth demands change–in process, structure and responsibilities.
Voting a Partner Off the Island
Firms sometimes face the painful and difficult task of asking a partner to leave. How to minimize the disruption when that becomes inevitable?
Do Scooby Snacks Work?
Bonuses can be effective for short-term action. For long-term behavior change, culture and management should also play a role.
Millennials and Careers
Firms are dreading the arrival of their first millennial employee. But beyond stereotypes, millennials can bring energy and ambition, and help define and refine a firm’s sense of purpose.
Stop With The Phony Slogans
Firms spend an enormous amount of time crafting vision statements, statements of values and “reasons why.” The result is bland sentences that offer no insights about the actual direction of a firm, the behavior of its people or the quality of the decisions they make.
Brandon Odell on ‘how the right administrative staff can make all the difference’
Fix My Business: Good Help Is Hard to Find by Anne Field. Read article full here
RIA Mergers and Acquisitions Break Records in 2017
2017 was a record-breaking year for RIA mergers and acquisitions, with M&A transactions seeing a 22 percent increase over their 2016 numbers. Financial Advisor magazine’s Christopher Robbins discusses this trend, as well as a continuing surge in breakaways despite large brokerages leaving the broker protocol.
G2 Leadership Institute Graduation
We are very happy to announce the graduation of our first G2 Leadership Institute class! Read the press release here: G2 Graduation Press Release 11272017 G2 Graduates, Class of 2017
Recruiting A New Generation Of Advisors
Recruiting A New Generation Of Advisors by ELEANOR O’SULLIVAN