Financial Advisor Firm Cultures:
Driving the Entrepreneurial Spirit through Firm Cultures

Recently Released!!!
Date Published: December 29, 2014
Summary PPT Deck: 20 Slides
Reference PPT Deck: 22 Slides

The purpose of this research is to provide readers with an initial understanding of the wide range of potential financial advisor firm culture issues & strategies, including entrepreneurialism, accountability, & employee ownership.

This research addresses the historical phases of financial advisor firm cultures, including: 
  • Early Phase
  • Middle Phase
  • Recent Phase

    This research defines three distinct financial advisor firm cultures including:

    • Entrepreneurialism
    • Accountability
    • Employee Ownership

And this research makes the following future predictions for financial advisor firm cultures, including: 

  • Strive to Maintain Entrepreneurialism
  • Strive to Build Accountability
  • Evolution of Employee Ownership Models
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