Practice Growth
HR and workplace culture insights for Australian financial advice practices, covering leadership, retention, and team building.
Addressing leadership challenges in financial advice firms as teams grow
The skills that build a successful financial advice practice are not the ones that scale it. Most principals discover leadership challenges at the worst...
Advice firm culture: Why it matters and how advisers can measure it
Advice firm culture shapes everything from staff retention to client outcomes. Here is how financial advice practices can measure it, improve it and turn it...
Leadership lessons: purpose, process and people
Why do so many advice firms confuse management with leadership, and what does it take to build a business that lasts? Jim DeCarlo argues the answers start with...
How to build a high-performing offshore team without breaking culture
Offshoring is no longer a simple cost-saving tactic for advice practices, but a strategic test of whether they can scale efficiently without compromising...
How to build a high-performing culture when your team is no longer all in one office
If your team is scaling faster than your culture, this is the leadership conversation you need to be part of at the Investment Leaders Forum in Noosa.
Low morale in advice firms: causes, warning signs and what principals can do
Low morale rarely starts loudly, and this article shows advice firm principals how to spot the early warning signs, understand the real causes, and take...
From principal-centric to team-led: Letting go without losing control
The hardest transition for advice-practice founders isn’t stepping back, it’s realising that delegation, not control, is the true engine of long-term...
Solving the adviser shortage starts in the regions
As the financial advice industry battles to attract new entrants and stabilise adviser numbers, the advice gap in regional Australia is laden with bigger...
Leadership is a craft: Jim DeCarlo on building great advice firms
Leadership in wealth management is not a fixed trait. It evolves with markets, technologies and the shifting expectations of clients and staff.
AMP continues 'simplification' push with super, North restructure
AMP will reduce the headcount across its superannuation and North platform businesses and press ahead with changes to its redundancy policies even as the...
‘They’re going ballistic’: AMP slashes redundancy benefits across business
AMP has cut redundancy pay maximums and notice periods in a move that has left long-term employees dismayed after they stuck with the company through the royal...