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Horsesmouth Essential: Compensation incentives for both staff and advisors can greatly influence your firm’s client acquisition and retention efforts. While the purpose of an incentive plan is to reward the behavior you want, a well-designed plan also shifts some of the compensation risk to the employees.
Horsesmouth Essential: Employee disengagement is a huge problem for companies big and small, and chances are it may be putting a drag on your own client service and operations. Learn what’s needed to shape up your team, foster innovation, and reinvigorate your practice.
Finding qualified new employees and retaining them is one of the most important keys to your long-term success. Build a clear career path for each employee and communicate it effectively to attract and retain the best talent.
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