A focus on overall expenses boosted this $3.9M advisor's practice
Andrew Welsch | OnWallStreet, August 2017
Read the article online >Summary: Rothenberg notes that new technologies, especially robo advisors, are changing the wealth management business. But as they work to further grow the practice, Rothenberg's focus remains on tried and true methods: "Keep doing what we're doing, keep it simple and don't stray into areas that we don't necessarily understand."
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