IFA business owners must nurture culture to boost staff retention

Importance of onboarding process should not be underestimated

Jenna Brown
clock • 2 min read

Fostering a strong culture where every team member feels valued is an essential step in retaining staff and attaining company goals, delegates heard.

Fostering a strong culture where every team member feels valued is an essential step in retaining staff and attaining company goals, delegates heard. Speaking on the second day of the Professional Adviser Management Retreat (16 May) Antony George founder Lewis Byford shared his insight on cultivating cultural excellence in advice businesses. The recruitment specialist outlined a four-step process to ensure team members feel valued. He urged owner managers to assess their onboarding process for new staff, analyse the health of their team on a regular basis, set goals, signals and me...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

All the advice firm acquisitions that have taken place in 2026

All the advice firm acquisitions that have taken place in 2026

Keeping track of the ongoing consolidation in the advice industry

Professional Adviser
clock 11 March 2026 • 1 min read
Taskforce launched to 'raise' financial planning exit standards

Taskforce launched to 'raise' financial planning exit standards

The Succession Alliance

Jen Frost
clock 05 March 2026 • 3 min read
Editor's view: Finfluencer fines send a message – but not the right one

Editor's view: Finfluencer fines send a message – but not the right one

The editor's Friday Night Takeaway from 27 February

Jen Frost
clock 27 February 2026 • 3 min read