PLANADVISER - November/December 2022 - 16
practice management / cover story
Built
toLast
Fundamentals for crafting-
and retaining-a solid advisory team
DAVID GRIFFIN looks back on his world over the past few years and
says much has changed. " I've gone from managing a team of five to a
team of more than 20, " says the Atlanta-based senior vice president
of OneDigital Retirement + Wealth.
In February 2021, OneDigital
acquired his boutique advisory practice, Atlanta Retirement Partners,
where he had hired a team of veteran retirement specialists
due to his firm's remote-work setup.
Now Griffin oversees a OneDigital team with a broader range of
ages, demographics and experience. And, as their team leader, he
needs to understand what motivates advisory team members to stay
with their firm these days. " I think younger people look for different
things now, " he says. " They're looking for a fun workplace; they're
looking for inclusion; and they're looking for upward mobility within
the company. "
With the tight labor market, it is a very challenging environment
for hiring and keeping advisory team members, Griffin says. " People
just coming out of college are not jumping to work as a financial
adviser-particularly to work as a plan adviser. It isn't one of the
sexiest options they have, " he says. " It's up to us to show them that,
as a plan adviser, you can help people, help companies and have a lot
of variety in your day-to-day work. "
In what follows, several advisory firm leaders discuss varied
approaches for retaining today's team members.
16 | planadviser.com November-December 2022 Art by Parapaboom
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PLANADVISER - November/December 2022
Table of Contents for the Digital Edition of PLANADVISER - November/December 2022
Built to Last
Cyber Ready
Measure Your Footprint
Determinants of Profitability
Keep a High Profile
Strategic Moves
The Value of a VCOC
Retroactive Compliance Reviews
Sheri Fitts
PLANADVISER - November/December 2022 - Cover1
PLANADVISER - November/December 2022 - Cover2
PLANADVISER - November/December 2022 - 1
PLANADVISER - November/December 2022 - 2
PLANADVISER - November/December 2022 - 3
PLANADVISER - November/December 2022 - 4
PLANADVISER - November/December 2022 - 5
PLANADVISER - November/December 2022 - 6
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PLANADVISER - November/December 2022 - 12
PLANADVISER - November/December 2022 - 13
PLANADVISER - November/December 2022 - 14
PLANADVISER - November/December 2022 - 15
PLANADVISER - November/December 2022 - Built to Last
PLANADVISER - November/December 2022 - 17
PLANADVISER - November/December 2022 - 18
PLANADVISER - November/December 2022 - 19
PLANADVISER - November/December 2022 - 20
PLANADVISER - November/December 2022 - 21
PLANADVISER - November/December 2022 - Cyber Ready
PLANADVISER - November/December 2022 - 23
PLANADVISER - November/December 2022 - 24
PLANADVISER - November/December 2022 - 25
PLANADVISER - November/December 2022 - Measure Your Footprint
PLANADVISER - November/December 2022 - 27
PLANADVISER - November/December 2022 - 28
PLANADVISER - November/December 2022 - 29
PLANADVISER - November/December 2022 - Determinants of Profitability
PLANADVISER - November/December 2022 - 31
PLANADVISER - November/December 2022 - 32
PLANADVISER - November/December 2022 - 33
PLANADVISER - November/December 2022 - Keep a High Profile
PLANADVISER - November/December 2022 - 35
PLANADVISER - November/December 2022 - Strategic Moves
PLANADVISER - November/December 2022 - 37
PLANADVISER - November/December 2022 - The Value of a VCOC
PLANADVISER - November/December 2022 - Retroactive Compliance Reviews
PLANADVISER - November/December 2022 - Sheri Fitts
PLANADVISER - November/December 2022 - Cover3
PLANADVISER - November/December 2022 - Cover4
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