Navigating the Inflection Points as an Advisor Practice Grows

Gaining Perspective
15/04/2021 47 min Temporada 1 Episodio 159
Navigating the Inflection Points as an Advisor Practice Grows

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Episode Synopsis


As an advisor firm grows, it will face a series of inflection points: when it transitions from a solo practitioner to a more leveraged business model; as it moves from a co-operative practice to an ensemble; and in the transition from a multi-advisor firm to a large-scale enterprise. Here to talk about those inflection points at the unique challenges they present is Kenton Shirk.
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