A thoughtful, durable succession plan will increase the value of the enterprise for all concerned, from the founder to her internal successors, the entire support staff, and clients.
Peak Brokerage Services' Michael Lomas provides insight on the firm as a “one-stop financial shop” that creates a virtually-connected atmosphere for advisors.
Your revenue-generating employees are just as important, if not more important, than your revenue-paying clients. Make sure they know that starting on their first day.