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Workforce management
Voices
Lost a great client? How to respond like a pro
Dave Grant
Founder
Finance for Teachers
For any advisor caught in trying circumstances, it's natural to feel upset. But there's a constructive way to respond to challenges.
Top advisors doubt firms’ leadership, study shows
Concerns about management dragged down job satisfaction ratings in J.D. Power’s annual survey.
Why advisors are less satisfied in their jobs
Concerns with the fiduciary rule, compensation and leadership pushed down satisfaction ratings.
Here’s why hiring a market expert is a smart move
Honing in on ideal clients and increased AUM could be the payoff.
Sponsored by Edward Jones
Voices
How my spouse’s death didn’t derail the business we built
Barbara Shapiro
President
HMS Financial Group
Adviser Barbara Shapiro explains the personal journey of taking the reins after losing her longtime partner.
How RIAs are fighting the 'war for talent'
A career path with established performance goals has become a critical element of compensation.
Raymond James chairman to step down after 50-plus years at firm
CEO Paul Reilly will take over for Tom James, who helped grow the firm into a major industry player.
When married advisors part ways
A split after working together is traumatic. Here are ways to make it less disruptive and stressful.
3 key ideas to consider when onboarding a partner
Once the workload has become too much, be careful and deliberate about teaming up.
Should I … Hire an intern?
Sure — if you can identify duties that hit these four categories.
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