Most advisers think growth for the sake of growth, without thinking about the consequences of that growth. The decision of whether to build a larger business, and how large to take it, has to be connected to an adviser's overall goals

Beverly Flaxington, Principal, Advisors Trusted Advisor

Our Commentary

As you form a new RIA, you have an opportunity to consider work-life balance. This article gives you a look at advisors who deliberately chose to stay small.