Retaining and Rewarding Talent Through Internal Equity Transactions
June 14, 202128m 29s
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
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.