Beyond The Broker Book
Navigating Financial Advisory Independence
is a book aimed to empower financial advisors with the knowledge and practical advice needed to successfully navigate the complexities of achieving independence and building a thriving advisory practice that prioritizes client interests.
How Would You Define Your Company Culture?
In Chapter 2 of Beyond the Broker: Navigating Financial Advisory Independence Darci Smith guides readers through the steps to define your company culture and retain top talent in the industry.
Whether you are contemplating a move to independence or searching for ways to attract talent to your firm, Darci’s chapter provides a step-by-step framework to help you:
- Create your differentiation factors
- Define your Vision and Values
- Craft Compelling Messaging for Target Employees
- Create an Onboarding Experience that Retains Talent
“A positive company culture is more than just a tagline, it’s a strategic investment in your firm’s long-term success” –Darci Smith
More Than a Book – A Mission to Empower Financial Advisors
100% of the book proceeds will be donated to the Professional Businesswomen of California (PBWC) Scholarship Fund, supporting a young woman majoring in finance.
New Employee Questionnaire Download
Download the “New Employee Questionnaire” a free onboarding tool our clients use to help better understand preferences and motivators for new hires and encourage greater retention.