Managing and addressing the needs of your clients and firm requires a broad range of competencies. These learning resources are designed to help you understand the knowledge and skills necessary to support the management of and manage a firm practice.
This article details some important considerations to drive successful recruiting.
Describes 10 principles firms can apply toward building a winning team, from the viewpoint of a businessman and former Navy SEAL.
Design the ideal succession plan for your firm with this two-book set from experts Bill Reeb and Dom Cingoranelli. Volume 1 covers fundamental succession and...
This report presents the business case, overview of the factors, and strategies for attracting and retaining women leaders.
This whitepaper follows the career of a firm administrator. It is intended to help the firm examine the considerations with hiring a dedicated administrative leader.
This guide presents 10 key initiatives you can introduce to foster engagement because engaged employees are more productive, more profitable, more client-focused, and...
This whitepaper covers where opportunities exist for firms to move beyond past successes and obsolete practices and address a changing workforce and marketplace.
This guide is designed to help firms explore options for building and implementing off-ramping programs.
This whitepaper explores the business case for including diversity and inclusion as a strategic imperative.
This guide explains the definition of a learning culture, the various methods of learning, and the components for planning a learning program.
This article explores ideas to help enhance firms’ learning culture and make a commitment to life-long learning.
The second article continues the series by exploring the specific steps to developing the firm’s learning plan and implementing Individual learning roadmaps.