Retaining and Rewarding Talent Through Internal Equity Transactions
Managing Your Practice
English - June 14, 2021 19:37 - 28 minutes - 39.2 MB - ★★★★★ - 20 ratingsManagement Business Entrepreneurship bestpractices advisorpracticemanagement advisorybusiness businessgrowth entrepreneurship financialadvisor smallbusiness Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Four Strategies for Becoming an Elite Financial Advisor
Sharing equity can help attract and retain talented team members, create a clear succession plan, and help de-risk ownership for advisory firms. But what’s the best way to price and distribute equity to meet a firm’s strategic objectives? John Furey of Advisor Growth Strategies joins Catherine Williams, Dimensional’s Head of Practice Management, to discuss current trends in compensation and equity planning.