Jennifer Climo, CEO of Milestone Financial Planning, and Martine Lellis, chief talent officer at Mercer Advisors, work in advisory firms that are vastly different in size but have the common goal of creating an environment that fosters growth in both revenue and talent. They share their experience in bringing on new employees, how their firms continue to develop internal opportunities for progression, and the importance of clearly defined career paths that emphasize advocacy on the part of both the employee and manager, as well flexibility in roles, all while prioritizing the bottom line of the business.
Managing Your Practice