In my book, a senior advisor is really the top of the heap in the advisory profession: they are qualified to make all the decisions regarding their own clients, and typically manage their own client base, supported by (and mentoring) junior and associate advisors. The only "next step" is not a professional advancement, but a business decision to become a partner in the firm. From an employment standpoint, the compensation shouldn't change from senior advisor to partner, only the additional sharing in the profits or losses of the firm.
Filled with ideas to help you with client events, marketing concepts and practice management: this eBook will get you thinking out of the box!
To learn what advisors and industry consultants identify as the key steps to a successful move, download our white paper, Changing Firms: Five Steps For...
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Join leading advisors from Laserfiche to learn how to harness ECM power and efficiency to your firm.
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If the best portfolio strategy adds 125 basis points annually over a competing investment strategy over the long haul, investors would do well to work...
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