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Summary: Mary Ann Buchanan will interview Tanya Rapacz, Founder of The Partnership Resource and Harvard- trained negotiator who co-founded, merged and then ultimately sold her RIA.
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Summary: When we look back at this era of the financial planning profession, I think we’ll assign greater significance to a story that many advisors might have missed this year: the wirehouse industry’s sudden misgivings about its Broker Protocol.
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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.
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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?
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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..
