This blog post is part of a series highlighting Key Management Group team members.
A self-described woman of service, Dawn Rem has been serving our clients with great care and attention since 2007. Like many of our team members, Dawn began her career with KMG in our Client Meeting Prep department. […]
As a practice leader there are plenty of things screaming for your attention. Fluctuating markets cause a flood of worried calls and emails to come in from clients. A staff member puts in their notice, and you have two weeks to find a replacement. A pandemic hits, forcing you to shift to remote work and […]
This blog post is part of a series highlighting Key Management Group team members.
Ben Thelen joined Key Management Group as a Practice Management Coach but was soon applying his background as an advisor and his degree in Business Administration to solve even bigger problems for our clients. Now he serves […]
As all sectors of the economy struggle to find and retain talent, advisors are looking at ways to stay ahead of the great resignation trend and keep their staff on board. Many factors are leading employees to resign in record numbers. For the most part, the financial advisor industry has stayed ahead of the curve, […]
As 2021 comes to a close, we wanted to take a moment to reflect back on the year and how it has impacted the financial advisor industry. Despite a continued pandemic, supply chain woes, and rising inflation, advisors not only survived but thrived and emerged as a trusted and valued resource for clients. Advisors also […]
It’s always exciting bringing on a new team member. Whether adding a new position and growing your team, or replacing someone who has left, the new person represents possibility for the future and a hope that the practice is moving in the right direction. Unfortunately, that excitement can quickly fade if certain steps aren’t taken […]
2020 brought a series of unexpected challenges and rapid change, not just in the financial industry, but across the globe. So often we speak of planning for the unexpected, and 2020 certainly put that idiom to the test. Still, many advisors aren’t taking the necessary precautions to protect their practices, even in the face of […]
During the normal business year, there will often be a need to replace or add a team member. Before 2020, this was a daunting task, but in a remote world, it can feel overwhelming. To help you navigate the virtual recruiting landscape, we’ve compiled a list of our best tips, many of which will work […]
