Tax Facts

Two Hiring Secrets of the Most Successful Firms

By Angie Herbers

January 2022

It’s not surprising that professional financial advisory firms are about people. The better your employees, the better your service to a client. While many people believe building an advisory practice is mostly about investment returns, operational processes and procedures, the best technology, rainmaking, marketing, etc., the truth is no firm would exist without great employees, including the owner.

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