In my previous article (Building leverage in your advice firm: Part 1 – Silos and Staffing), I discussed a number of problems that arise from outdated thinking about how best to progress junior talent in an advisory firm. I advocate bringing your junior talent...
I am fascinated by the number of advisory firm principals who still believe the best path forward for junior advisers is in the back room, cutting their teeth on low end clients. If you’re in the business of building an advisory firm, this approach doesn’t make any...
