Financial Advisor Success

Ep 040: Building A True Ensemble Practice Beyond Yourself And Training G2 Successors with Philip Palaveev

Informações:

Synopsis

Phillip is the founder and CEO of Ensemble Practice, talks about different ways that advisors can share equity in becoming the multi-professional advisory firm and what it takes to actually introduce a new second generation to the firm. For show notes and more visit https://www.kitces.com/40