Retaining and Rewarding Talent Through Internal Equity Transactions

14/06/2021 28 min
Retaining and Rewarding Talent Through Internal Equity Transactions

Listen "Retaining and Rewarding Talent Through Internal Equity Transactions"

Episode Synopsis

Sharing equity can help attract and retain talented team members, create a clear succession plan, and help de-risk ownership for advisory firms. But what's the best way to price and distribute equity to meet a firm's strategic objectives? John Furey of Advisor Growth Strategies joins Catherine Williams, Dimensional's Head of Practice Management, to discuss current trends in compensation and equity planning.