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In the News

Culture: Hard to Define, Impossible to Ignore

Posted by Mindy Diamond

WealthManagement-com

April 1, 2014
By Mindy Diamond

It seems that every wealth management shop hypes their firm’s “culture” as the best thing about it. But what does “culture” really mean?

While it might be hard to articulate, culture is king, and it is often the deciding factor when it comes to making a choice between staying with one’s own firm or joining another.

In an effort to convey their culture to financial advisor recruits, many firms invite prospects to their home office or similar due diligence meeting. During that time, the advisor will meet firm representatives from relevant product areas, other advisors, senior leadership and transition specialists. How accessible is the top management? How is the advisor viewed throughout the organization? Who owns the client? To what extent does the advisor feel like a person as opposed to a number? All serve as clues to the cultural climate.

Read more…

 

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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