Human Capital Consulting
Consulting > human capital
Comprehensive Suite of Human Capital Consulting Solutions to Build High-Performing Teams.
Organizational Strategy & Optimization: Designing an effective team-based structure and implementing management processes to align your talent and business goals.
Compensation & Equity: Design and implement pay and incentive programs that attract and retain talent while enhancing client service and key business objectives.
Partnership & Succession: Programs for high-performing employees to attain ownership and advance into leadership positions, including internal succession strategies to transfer ownership to the next generation.
Career Tracks: Create clear career advancement paths for financial advisors, operations and client service staff, including specialized departments such as investment management and tax, to develop talent and foster long-term employee engagement.
Talent Placement: Attract and hire skilled professionals who align with the firm’s vision, culture, and client services.
Training Programs: Design structured learning experiences that build essential skills and competencies for your financial advisors, operations, and client service talent.
Management Coaching & Development: Customized to your unique strengths, we offer one-on-one coaching to enhance your management skills and improve team collaboration.
Capacity & Hiring Management: Effective management of workloads, assessing capacity, and conducting internal client transfers to ensure your firm operates at peak productivity without burning out leaders, advisors, and employees.
Employee Engagement & Retention: Recognizing that keeping top talent requires more than just compensation, we design strategies to enhance employee satisfaction, engagement, and foster loyalty.
How We WorkOur Difference is 22+ Years of Experience & Expertise Building Exceptional, High-Performing Advisory Teams.
1: Assess Your Goals & Business Performance
With more than 20 years of experience, our experts evaluate your business goals and performance, guiding you to the solutions that will have the greatest impact on your revenue, profit, and valuation.
2: Implement Solutions to Achieve Your Goals
Our team of expert consultants, holding professional designations such as CFPs, MBAs, and CPAs, along with specialized degrees, work with you to develop and implement effective human capital solutions to achieve your goals.
3: Monitor & Adjust to Enhance Your Results
With our comprehensive in-house services, many clients work with us for the long term—even for decades—ensuring their goals and talent management solutions evolve with the ever-changing landscape of financial services.
Building P4 Cultures: The Keys to Building Great Businesses By Creating Great Employees
This is our most popular archival white paper, penned by Angie Herbers decades ago, that continues to resonate with timeless insights. It explains how advisory firms that set their employees up for success—by linking compensation to the firm’s overall performance, fostering a flexible and supportive work environment, and equipping teams with the essential tools to excel—consistently build great employees and, in turn, great businesses.
Optimizing Financial Advisor Compensation: What 20+ Years of Financial Advisor Compensation Benchmarking Has Taught Us About Advisor Retention
Compensation & Equity
Unlocking the Growth Power of Financial Advisory Teams.
Human Capital & Talent Management
Explore the top four organizational strategies used in financial advisory firms. Learn the pros and cons of each and how to determine which organizational strategy is best to build in your firm.
Explore how organizational strategy can empower your advisory firm growth →
