Eliza De Pardo's guest appearances

Eliza De Pardo

Becoming Referable Podcast

Financial Advisor Success

Power Your Advice

Lisa Kirchenbauer

Evelyn Zohlen

Dan Allison

Jennifer Goldman

Moira Somers

Mark Tibergien

Kelli Cruz

Carl Richards

Seth Streeter

Josh Patrick

Gail Graham

Beverly Flaxington

Ted Jenkin

Susan Bradley

Penny Phillips

OwlTail

Eliza De Pardo is the founder of De Pardo Consulting,a firm of industry specialists that leverage their business consulting expertise and research insights to deliver great advice to their clients. Live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Eliza discuss talent shortages in the financial services industry … Continue reading Episode 114 – Keeping Momentum Through the Road Blocks – With Eliza De Pardo →

Eliza De Pardo is the founder of De Pardo Consulting,a firm of industry specialists that leverage their business consulting expertise and research insights to deliver great advice to their clients. Live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Eliza discuss talent shortages in the financial services industry … <a href="https://poweryouradvicepodcast.blubrry.net/2022/10/13/episode-114-keeping-momentum-through-the-road-blocks-with-eliza-de-pardo/" rel="nofollow" target="_blank">Continue reading Episode 114 – Keeping Momentum Through the Road Blocks – With Eliza De Pardo →</a>

Episode 114 – Keeping Momentum Through the Road Blocks – With Eliza De Pardo

Eliza De Pardo is the founder of her eponymous advisor consulting firm, which works with mid-to-large-sized independent advisory firms. Eliza takes a unique focus on the human capital issues that arise as advisory firms scale and believes that attracting, retaining, and developing the firm’s people is the biggest key to long-term success. Listen in as we discuss why the ability to attract and serve clients is crucial for firms to scale to the first $1 million of revenue, but is less important as the firm reaches and exceeds the $3 million mark. Eliza also shares why the advisors who are most effective at moving away from client-facing work have the most success scaling up, some of the key business metrics that firm owners should be monitoring as they grow, and why most advisory firms need to learn to hire sooner—but not necessarily faster. For show notes and more visit: https://www.kitces.com/254

Eliza De Pardo is the founder of her eponymous advisor consulting firm, which works with mid-to-large-sized independent advisory firms. Eliza takes a unique focus on the human capital issues that arise as advisory firms scale and believes that attracting, retaining, and developing the firm’s people is the biggest key to long-term success. Listen in as we discuss why the ability to attract and serve clients is crucial for firms to scale to the first $1 million of revenue, but is less important as the firm reaches and exceeds the $3 million mark. Eliza also shares why the advisors who are most effective at moving away from client-facing work have the most success scaling up, some of the key business metrics that firm owners should be monitoring as they grow, and why most advisory firms need to learn to hire sooner—but not necessarily faster. For show notes and more visit: <a href="https://www.kitces.com/254" rel="nofollow" target="_blank">https://www.kitces.com/254</a>

Ep 254: Maximizing A Firm’s Human Capital To Better Scale Its Financial Advice with Eliza De Pardo

Eliza De Pardo is the Founder and Director of De Pardo Consulting. She launched De Pardo Consulting after almost a decade as a Co-Founder and a Director of FA Insight, a research and consulting firm that exclusively served the financial services industry. She brings deep industry expertise and a unique ability to create clarity for [...] The post Eliza De Pardo on Team Compensation Planning appeared first on Becoming Referable.

Eliza De Pardo is the Founder and Director of De Pardo Consulting. She launched De Pardo Consulting after almost a decade as a Co-Founder and a Director of FA Insight, a research and consulting firm that exclusively served the financial services industry. She brings deep industry expertise and a unique ability to create clarity for [...] The post <a href="http://www.becomingreferable.com/eliza-de-pardo-team-compensation-planning/" rel="nofollow" target="_blank">Eliza De Pardo on Team Compensation Planning</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Eliza De Pardo on Team Compensation Planning