Hire purpose “Hiring more advisers is not part of our plan,” or “I’ll never hire another adviser ever again.” I’ve heard a variation of these lines from almost every firm I’ve ever worked with. Why? They’ve been burnt before; sometimes badly. They’ve hired someone who didn’t share their core values …
The war for talent Finding great team members is often referred to as the war for talent and with good reason. Have you tried hiring a paraplanner lately? Not only are you competing against market forces (as there aren’t enough of them), but the outsourced paraplanning firms are growing and …
The self-employed adviser question In my time consulting with businesses across the UK and Ireland I’ve worked with hundreds of different firms. Some made up of employed advisers and some with advisers who are self-employed. Which works better? My experience has been that firms with self-employed advisers tend to do …
Take the lead We’re all supposed to be leaders in our businesses, but what exactly is leadership? Here are some examples that might help. Tesla and Elon Musk – Leading from the front Most people are familiar with high-end electric car maker Tesla, led by CEO Elon Musk. What you …
The future is now The future for advisers has never been brighter, although this may not be true for everyone if they’re not ready to step into that future. New technology sees us on the brink of some of the biggest changes in the nature of work across all careers …