Most RecentMost ViewedMost LikesGrowing your PY adviser We're often asked how we retain our PY advisers after they complete the year, and the answer is simple. What is an adviser’s true capacity? If you can help more clients and make more money, why wouldn't you? Hard to find Become a member now to access this free in-depth guide for attracting and retaining talent. Can you be a professional without an office? COVID forced us to work from home, but it doesn't explain why we stayed that way. Follow your own path I'm sure you're being bombarded with 2024 reflections and 2025 suggestions, but this one's important. Everything counts (in large amounts) The Madison sale raises an important question: when you buy a licensee, what are you really buying? How we do things around here and why As our research shows, the majority of practices still have some way to go towards productive people management. The small practice rollercoaster You can't control all the ups and downs – but you'll need a "what-if" plan to stay on track. Micromanagement is out – trust is in How do you lead a team in a flexible working world? Culture shock Culture is no longer a "nice-to-have" – it’s the deciding factor in whether your employees stay or join the great resignation wave.
