PA360: Advisers reveal how they attract and retain talent

Transparency, community and mentorship help advisers thrive

Sahar Nazir
clock • 4 min read

The key to success is keeping employees connected to a firm’s culture, delegates at PA360 heard.

Financial advisers at PA360 yesterday (26 April) revealed their top tips on how to retain talent in the industry. Mearns and Company managing director Catherine Bell, Clear Cut Financial Planning founder Jane Gow, and Vision Independent Financial Planning managing director Zoe Fing attended Professional Adviser's conference to highlight the challenges around retaining talent at advice firms. The advisers focused on transparency, community, and mentorship as important elements when it came to maximising talent attraction and retention. Transparency Transparent financial planning a...

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