Six ways your staff impact your planning firm's revenue

Michael Kitces  | Pinnacle Advisory Group | 23 April 2012

 

Running a successful planning firm means not only being an effective financial planner, but also having the support of an effective staff. While a good hiring process can help to ensure that the right people are on board, the reality is that providing appropriate compensation with the right incentives can greatly facilitate the success of the firm. Yet, there is much disagreement about the best way to provide incentives: should it be based on ...

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