Video Blog

[embed]https://www.youtube.com/watch?v=bmJmDcZJtLA[/embed] View Open Positions Schedule a Consultation How can you avoid a prolonged search process when you need to hire yesterday? Over the last year or two, we’ve been contacted numerous times by RIA's and Multi-Family Office's about searches they’ve conducted for positions that have gone unfilled for up...

To determine how portable your book of business is, there are at least seven key questions to consider. View Open Positions Schedule a Consultation If you’re a wealth advisor with client relationships that are restricted under a non-solicit, or possibly even a limited non-compete, or if you’re a company...

Should new employees have their bonuses prorated? It depends, and here’s how you can tell. View Open Positions Schedule a Consultation We often receive questions about how to handle paying bonuses when hiring new employees. More specifically, our clients wonder if, how, and when bonuses should be prorated. Many people in...

There is one factor you must keep in mind when hiring a Chief Compliance Officer. View Open Positions Schedule a Consultation When hiring a Chief Compliance Officer, we've often seen that the need to hire such an employee generally rises under time sensitive circumstances. It can be tempting to simply...

Top performers should not be compensated according to the value of mid-level talent. Here’s what you should look at, instead. View Open Positions Schedule a Consultation When firms look at what they should be paying their employees, they often use too narrow a lens. Oftentimes, they simply reflect on...

We’re answering another common question today about whether a contingent search model or a retained search model is better. Here are the pros and cons of each method. View Open Positions Schedule a Consultation Should you use a contingent search model or more of a retained search model? Many...

In today’s second installment of our legal advice series, I’ll discuss the new law that’s rolling out across the nation: the Fair Pay Act.View Open PositionsSchedule a ConsultationToday’s topic is the second part of my new series in which I confer with you key info about...