From WealthManagement.com
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Summary: Flourish Wealth Management President and founder Kathy Longo tells Michael Kitces why she walked away from the partner track at a billion-dollar independent RIA to open her own business.
From WealthManagement.com
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Summary: [Podcast] Every independent business owner will reach a point where gaining scale and solving for continuity and succession become paramount. It’s then that they begin to wonder: What does my firm’s end game look like?
From InvestmentNews
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Summary: Advisers often talk about the importance of building relationships with clients, but many still struggle to connect with the client's entire family. Especially the next generation..
From RIA Match
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Summary: Learn how to uncover your own strengths and values, and how they impact your decision-making and communication with a certified coach.Then, measure the strength of your alignment with your matches using the compatibility assessment tool and explore the implications in a joint facilitated session.
From WealthManagement.com
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Summary: What do your clients really think about the job you do? We spoke to Tim Brown, owner of Hook Agency, a web design and SEO firm in Minneapolis, and Bea Bonte, his wife and the firm’s social strategist.
