Episode Synopsis "Ep 5: Time For Growth"

Join Bluespring Wealth Partners President Stuart Silverman in a lively discussion of how to navigate the treacherous path of organizational growth. Stuart interviews consultant Philip Palaveev, CEO of The Ensemble Practice, and entrepreneurs Mike Frazier, President & CEO of Bedell Frazier Investment Counselling and Tom Fee, Managing Director of $1+ billion firm Vector Wealth Management. We look to combine the best practices and management theory with the practical, real-life experience of industry veterans. During this discussion you’ll learn: - When is the right time to hire a COO and a chief marketing officer? - What infrastructure is needed to reach a billion in assets - What should be the criteria for adding partners to the firm - How to manage your equity for sustainable growth and talent development

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More episodes of the podcast Bluespring Wealth Partners Out Loud Podcast

• Ep 13: Navigating the Changing Landscape of Firm Valuations, M&A Trends, and Investing in Next-Gen Advisors
• Ep 7: Finding and Partnering With A G2 Advisor
• Ep 12: Choosing the Right Partner for Your RIA
• Ep 11: Navigating Change and Building Culture in a Fast-Growing Advisory Firm
• Ep 10: How To Build A Podcast Ft. Quint Tatro
• Ep 9: Industry Influencers And Experts Reveal What Is Driving Valuations Now
• Ep 8: The Future And Evolution Of M&A, And How Partnering Can Benefit All
• Ep 6: The Successor Academy And Its Impact After Completion
• Ep 5: Time For Growth
• Ep 4: Panel Discussion: Why Was Bluespring The Right Decision For Your Business?
• Ep 3: Ted Jenkin’s Journey Into M&A And Advice For Selling Your Business
• Ep 2: The Experience Of Being A Successor