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. Follow your own path I'm sure you're being bombarded with 2024 reflections and 2025 suggestions, but this one's important. 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. Why I strongly suggest you take on a PY adviser Contrary to many advisers’ expectations, PYs may actually free up your time – and teach you a lot in the process. 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. Reclaim capacity without blowing everything up Think of your advice team like a restaurant in the middle of a dinner rush. If the head chef always ends up doing the dishes, you might have a problem.
