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Barron's Advisor
Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed
May 28, 2024
Tony Parr and Jeff Price discuss strategies for empowering financial advisor teams by focusing on career planning, transparent compensation structures, and incentivizing team roles. They emphasize the importance of industry benchmarks, inclusive workplace culture, and fostering financial transparency for team well-being and success.
40:22
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Quick takeaways
- Creating incentive structures to reward employees and promote collaborative achievement.
- Emphasizing talent recruitment, equity ownership, and alignment of compensation plans with team growth for sustainable success.
Deep dives
Tony Parr's Journey in Financial Advisory and Team Development
Tony Parr's extensive 36-year journey in the financial advisory sector includes experiences with different firms, team dynamics, and growth strategies. Starting as a stockbroker and navigating through various firms like Piper Jaffrey and Hopwood, Prudential Securities, and Wells Fargo, Tony's career path highlighted the importance of teamwork, process improvement, and client service. Establishing a robust team of 13 individuals with a focus on certified financial planners and a supportive work culture, Tony emphasized nurturing a diverse and skilled team for sustainable growth.
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Discover
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