Workplace culture and the thriving financial advice practice

Workplace culture can be defined as a shared set of values, beliefs and behaviours that define how a business operates. Its importance in financial advice has seen a recent resurgence, with many saying honing their culture and a laser-like focus on building and retaining their team is on a par with client service. Firms that made the Best Financial Advisers to Work For winners list this year all agree that culture is a differentiator and helps them attract, and retain, talent. Connor Broadley managing director Alex Twiss says his firm thinks "intentionally" about its people, across...