Financial services firms frequently struggle to grow because managers don’t understand how to create a culture that identifies, supports and rewards growth in employees, especially younger team members.

Culture is driven from the top and it is leadership’s responsibility to put in place a company environment that enables employees to thrive. This is an obvious statement, but in reality, many firms I visit come up short in execution.  This isn’t from a lack of desire, but advisors are trained to put the client’s needs at the head of everything they do, and of course, being client centric is essential to any firm’s success. I believe the smartest advisors also treat their own business as a client.

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