Retaining and Rewarding Talent Through Internal Equity Transactions
Manage episode 322164067 series 3324283
Sharing equity can help attract and retain talented team members, create a clear succession plan, and help de-risk ownership for advisory firms. But what’s the best way to price and distribute equity to meet a firm’s strategic objectives? John Furey of Advisor Growth Strategies joins Catherine Williams, Dimensional’s Head of Practice Management, to discuss current trends in compensation and equity planning.
45 つのエピソード