What employee benefit is the most popular among staff members?
Limited partnership is our most significant reward. We now are owned by half of all associates.
How do you recognize individual achievement?
Managing Partner Jim Weddle makes a point to thank associates, leaders, even spouses. One year, he asked firm principals to call every one of the firm’s most veteran financial advisers to thank them.
Which one employee-centered initiative are you most proud of?
Work is part of life, but life should not be all work. Financial advisers set their own schedules and choose their branch locations. Firm-provided tools and access allow them to attend to their families whenever they choose. Branch-administrator needs are similarly taken into account. n