Displaying 26 results
Designing a real succession plan
In our recent 2012 IN Adviser Solutions Succession Planning Study, we identified several gaps in firms' preparedness for succession. One of the most critical is a gap not just in planning, but in understanding just how much planning is required for a succession strategy to be effective.
The truth about succession planning
For several years, research data have highlighted succession as a potential trouble spot for an aging advisory business.
Staffing evolution of a firm: The key is leverage
In my consulting work, I am continually asked by firm principals about hiring strategies. Questions such as: “Should I make my next hire before I reach capacity, or after? Should I hire an experienced adviser with a book of clients, or invest in a junior person that I can train in our way of doing things?”
How to know when hiring makes sense
For good reason, hiring strategies are uppermost on the minds of advisory firm principals. They wonder about making…
About ‘The Adviser’s Consultant’
Managing your human capital is a bit like putting together a puzzle.
Your most valuable asset? Your people
Every firm should have a well-documented compensation plan, which covers a lot more than just how much you pay people.
