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Retaining and Rewarding Talent Through Internal Equity Transactions

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Manage episode 322164067 series 3324283
Content provided by Dimensional Fund Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dimensional Fund Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

52 episodes

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Manage episode 322164067 series 3324283
Content provided by Dimensional Fund Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dimensional Fund Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

52 episodes

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