25TOT-13A: Strategic Succession: Proven Structures to Take Care of Your Best People

There comes a time when, as a business owner, an advisor must ask themselves how they can take their practice to the next level. Smith shows how an outlined advisor career path and compensation program can help advisors find success in attracting, retaining and rewarding top talent to advance their practice, provide a consistent client experience and create a lasting legacy.

Jason L. Smith