As you’re reading this, we are already well into the first quarter of the New Year and a new decade. Looking out to the next 10 years what do you see for yourself, your team, and your clients? What will keep motivating and engaging your team to do their best work? I posed this same… Read more
Employee Engagement
Why should financial advisory firms care about employee and team engagement? According to Gallup, in the State of Employee Engagement 2018 Study, companies with engaged teams have dramatically higher job retention rates and lower absenteeism, higher productivity, and greater profitability. For advisory firms whose business model is built on client retention, your team is what… Read more
The Difference between Employee Satisfaction and Employee Engagement Surveys Though they may sound similar, there is a difference between employee satisfaction and employee engagement surveys. An employee engagement survey is the better tool to gauge the involvement of employees in your firm and can go a long way in turning passengers (those employees who are… Read more
