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
Public Access
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