Private Ocean Wealth Management's Greg Friedman and Cynthia Greenfield discuss their most recent book, Integrating Culture in Successful RIA Mergers and Acquisitions, as a way to share their experience and expertise.
While providing feedback to employees about their job performance is valuable, it’s much more important to use this opportunity to allow employees to feel supported and heard.
The end of summer has created the ideal opportunity for advisors to revisit their achievement cycle: set professional and personal goals, determine activity patterns and reactivate.
