
What three words would your staff use to describe work?
Rewarding, flexible, supportive.
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What employee benefit is the most popular among staff members?
Perhaps the greatest recognition a firm can bestow on a valued associate is ownership.
How do you recognize individual achievement?
Sometimes a simple thank-you is the most powerful.
How do you invite employee feedback?
Associates have maintained a tradition of sending their thoughts to the home office.
How do you support professional development and job training for your employees?
High-tech tools, virtual instructor-led training, succession-planning software. n
Employees in R.I.: 42
Financial adviser and regional leader: John Leary
Questions answered by: John Leary












