Home In Depth Special Reports Running an advisor team

Running an advisor team

Many successful financial advisors find that running a team is one of the most difficult parts of their role. This special report includes tips for hiring properly, understanding the personnel needs of your practice and preparing for succession.

June 9, 2023

How to write a job posting for an assistant

Every job posting must answer three main questions

  • June 9, 2023 June 9, 2023
  • 09:00

In tight labour market, finding a good assistant isn’t getting any easier

Firms should focus on retention as well as recruitment

  • June 6, 2023 June 9, 2023
  • 10:00

When your child isn’t fit to be your successor

Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?

  • May 29, 2023 June 9, 2023
  • 12:14

Ensure your successful practice is also a sustainable business

Creating an organization chart can help you identify ways to put your practice in growth mode

  • May 8, 2023 June 9, 2023
  • 00:03

New skills for a “new normal”

Advisors will need to adjust their practices to meet the future needs of clients

  • March 21, 2022 June 9, 2023
  • 00:05

Coach’s Forum: Beginning the succession dialogue

Advisors are gradually awakening to the necessity of planning their transition from their practices, but the job is far from done

  • March 6, 2020 June 9, 2023
  • 00:05