How Advisory Firms Can Structure PTO Policies to Support Scalable Growth

As advisory firms grow, PTO shifts from a personal choice to a critical component of culture, wellbeing, and retention, with CFP Board research showing that flexibility and work-life balance are key drivers of advisor satisfaction and long-term productivity. CFP Board’s 2025 Compensation Study finds the median advisor receives about 30 days off annually, highlighting how structured time away supports sustainable workloads and firm success.

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