Industry

When an advisor leaves, leadership teams often assume the issue was compensation. Sometimes that’s true. More often, compensation was just the easiest thing to point to on the way out. In our conversations with advisors ...

A lot of RIAs wait too long to hire operational leadership. That’s understandable. In founder-led businesses, operations often gets handled by whoever is most capable and willing to absorb the complexity. Usually the founder. Sometimes ...

Crossing $1B AUM is a meaningful milestone. It’s also where leadership design starts mattering much more. A surprising number of RIAs reach this stage with leadership structures that are still highly founder-dependent. That’s not necessarily ...

One of the more common leadership decisions we see in RIAs is promoting a top advisor into a leadership role. On paper, it makes sense. They know the clients. They understand the culture. They’ve built ...

We have a question to ask you. But you have to slow down to answer it. Stop scrolling. Take a moment. Take a breath. Question: Knowing what you know now, having all of life’s experiences ...

Resilience. It’s one of the secrets to survival, both professionally and personally.  It’s what’s gotten you to where you are, and it’s what will help define who you will become. Looking back at some of the ...

Countless articles, including several SRA Updates, have addressed one of the most important tasks given to senior leadership within any organization: the ability to identify the next generation of future leaders within the firm. We ...

When it rains, it pours; most are familiar with this phrase. It’s what we use to describe the inertia of negative circumstances building and snowballing. Can you think of the equivalent phrase used to describe ...

Few things will improve the quality of your life more than learning how to make high-quality decisions. Yet amazingly, no one really teaches us how to do it. Not in grade school; not in high ...