More and more advisers within practices are doing joint client work and many practices still haven’t figured out a way to fairly apportion the responsibilities or revenue for long term success in the joint client…
Professional advisers have never been under more time pressure than they are today, and of all the things they could be investing time in the one which is easiest to defer is investing time in…
Perhaps the greatest challenge for practices wishing to grow their people, profitability and professional standards is determining what you reward. And that’s about what you value. What behaviours you reward must be a reflection of…