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Resource Center

The HR operating manual for advisory firms

Documents, tools, and real engagements — built for financial advisory firms, not adapted from a generic small-business toolkit. Everything here is free.

Featured
Case study

Rebuilding a sixteen-year role without breaking it

A $110M solo practice in Western Pennsylvania had a client service specialist with no job description and no pay tied to growth. Six months after we rebuilt the role and the incentive plan, firm revenue was up 11.2%.

11.2%
Revenue growth, six months
16 yrs
Tenure protected
Q1+Q2
Employee bonused
$0
Ongoing HR cost
More resources on their way — check back soon.
In development

Next up

Four things we're building now. When one is ready it goes here, free, like everything else.

Template
Employee Handbook — Advisory Firm Edition

A handbook written for a firm with three employees, not three hundred.

Tool
Compensation Benchmarking Tool

Advisory staff salaries by role and AUM band, so you stop guessing at market rate.

Guide
The Real Cost of Your First Hire

Why the number you budget isn't the number you spend, and what makes up the difference.

Guide
Structuring Pay for Your First Client Service Associate

Base, bonus, and what to tie the bonus to. The written version of the case study above.

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