15-29 Employees

4

Richard P. Slaughter Associates Inc.

Overall Ranking5

Employees16 Firm TypeRIA CEOBrooks Slaughter LocationAustin, TX Primary CustodianTD Ameritrade

Overall Ranking5

Employees16 Firm TypeRIA CEOBrooks Slaughter LocationAustin, TX Primary CustodianTD Ameritrade

At Richard P. Slaughter Associates, strategic planning is a time for the entire office to get away from it all.

At Richard P. Slaughter Associates, strategic planning is a time for the entire office to get away from it all.

The firm conducts an off-site retreat every summer, alternating between a local hotel and, if financial goals are met, a long-distance destination with many employees' relatives and friends in tow. Over the past decade, the group has traveled together to far-flung mountains and cities and has even gone on a cruise.

It's important to get out of your normal environment, said Brooks Slaughter, president and CEO and son of the firm's founder.

"We've found that when you travel, you learn more in a different environment, out of your comfort zone," he said. "And when you learn about other areas, it helps you to be a better wealth manager for clients in other regions."

The getaway not only provides great bonding opportunities for the whole team, but also promotes skill development. For example, during one retreat, the firm hired a facilitator to teach every staffer how to facilitate. Then, every employee, from administrative to management, facilitated a part of the planning exercises.

Listed as one of the top 20 "Best Places to Work in Central Texas" (among micro-companies) by the Austin Business Journal for 13 years, the company is built on three pillars.

"You've got to equally love your employees, your clients and your shareholders," Mr. Slaughter said.

Deborah Nason

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.