#FASuccess Ep 090: Scaling An Advisory Firm Beyond Yourself By Systematizing The Soft Skills With Julie Murphy
Michael Kitces | Nerd's Eye View, September 2018
Read the article online >Summary: [Podcast] This week’s guest is Julie Murphy. Julie is the founder and chief visionary officer of JMC Wealth Management, a dual-registered advisory firm in Chicago with a team of 7 that serves more than 200 active clients with $200 million of AUM, on top of generating nearly $300,000 a year in recurring financial planning fees.
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