PA360: Advisers reveal how they attract and retain talent

Transparency, community and mentorship help advisers thrive

Sahar Nazir
clock • 4 min read

The key to success is keeping employees connected to a firm’s culture, delegates at PA360 heard.

Financial advisers at PA360 yesterday (26 April) revealed their top tips on how to retain talent in the industry. Mearns and Company managing director Catherine Bell, Clear Cut Financial Planning founder Jane Gow, and Vision Independent Financial Planning managing director Zoe Fing attended Professional Adviser's conference to highlight the challenges around retaining talent at advice firms. The advisers focused on transparency, community, and mentorship as important elements when it came to maximising talent attraction and retention. Transparency Transparent financial planning a...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

How are you planning to grow your firm? You told us…

How are you planning to grow your firm? You told us…

Responses include client referrals and offering a more comprehensive service

Isabel Baxter
clock 24 October 2024 • 2 min read
Personal wealth planning for entrepreneurs in six steps

Personal wealth planning for entrepreneurs in six steps

Helping business owners secure their personal financial futures

Mike Westbrook
clock 23 October 2024 • 4 min read
'Business as usual' for advisers as majority have not taken on new clients

'Business as usual' for advisers as majority have not taken on new clients

Increased regulation and paperwork ‘takes too much time’

Isabel Baxter
clock 22 October 2024 • 2 min read