In an article in AdvisorOne, late last year, in a study group discussion among LPL Financial advisors in Southern California, brokerage executives asked the advisors to identify what they most needed help with to build their business. Tops on their wish list: the professional development of staff.
“One of the clear messages was: ‘I need help with my staff. What can I do to help them grow?’ They want to offload, delegate, encourage staff to take on more responsibility,”. “The more productive and efficient the staff, the more productive and efficient the advisor will be.”