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PLANADVISER Webinar: Advisory Firm Culture
Sponsored by Wells Fargo Advisors

Adviser industry leaders engaged in merger and acquisition activity often say a target firm’s culture matters every bit as much as its financials. The topic of firm culture is likewise central to discussions about some of the adviser industry’s most pressing challenges and biggest opportunities. But what, exactly, is firm culture, and what does it take to build a positive and productive environment for staff and leadership alike?
The May edition of the 2022 PLANADVISER Practice Progress webinar series will tackle these critical questions, featuring perspective from some of this year’s PLANADVISER Retirement Plan Adviser of the Year finalists. Among the topics to be discussed are the importance of mentorship to a practice’s current and future success; the need to create a shared sense of community engagement and responsibility in order to attract and retain diverse talent; and the obligation for firm leadership to be open to dialogue and change in response to both clients’ and employees’ evolving expectations.
In addition to learning from their industry peers, advisers can get involved in the discussion by sharing their own questions and comments during the event. Don’t miss out on your chance to learn from some of the best and brightest advisers working in the retirement plan industry during this edition of the PLANADVISER Practice Progress webinar series.


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