Lighthouse Lessons

Year‑End Talent Check: How to Review Staff Structure, Roles & Incentives in Your Advisory Firm

Year‑End Talent Check: How to Review Staff Structure, Roles & Incentives in Your Advisory Firm

East Coast Coaching
Published on: 02/11/2025

Advisory firm owners: use your year‑end review to assess team structure, roles and compensation incentives so your firm is ready to scale and perform in the next year.

Year-End Planning