Breakthrough Growth

Young advisers are still learning the ins and outs of the advisory business, as well as crucial skills such as client management and business development. However, while next gen advisors note they have room for improvement, they still rated them...

The disconnect between perception and performance goes both ways. There is a fairly wide gulf between the team leaders’ perceptions of their performance on key leadership functions versus the assessment they receive from the next gen advisors. Ou...

Are next gen advisors engaged employees? It depends who you ask. While 64% of next gen advisors report that they’re highly engaged, only 32% of team leaders report the same, according to a survey by WealthManagement.com and Breakthrough for Growt...

Each generation operates a little differently than the one before it—from how they communicate to what they value. For most millennials, texting is the preferred mode of communication, while Baby Boomers are more apt to call someone on the phone...

True business owners, principals/partners take greater ownership over the development of their people.

“Screen time is destroying the interpersonal fabric of our culture.”

A highly engaged workforce is a more productive workforce. Gallup’s most recent research on employee productivity2 notes that high employee engagement often translates to higher profitability and productivity. What’s more, quality control and ...