We know from IN Adviser Solutions' 2012 Succession Planning Study that for successful firms, transition planning is a robust process and involves a wide range of strategic-planning and human-capital practices.
For other firms, planning is much less rigorous. In fact, for 50% of firms in the s
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Firms should be recruiting, retaining and developing the best candidates not just for ownership, but for a wide range of management competencies.
The end-of-the-year salary and review process is the perfect time to revisit your firms' human capital strategy and make sure you have programs that develop and retain your talent.
In addition to financial metrics and top performer analysis, this year's Financial Performance Study of Advisory Firms includes discussions of marketing and business development, and pricing and segmentation.
There is much to learn from the “best of the best” in the industry and this year's IN/Moss Adams Financial Performance Study of Advisory Firms provides much insight.
We know from IN Adviser Solutions' 2012 Succession Planning Study that for successful firms, transition planning is a…
