Summary: A new white paper entitled “Crossroads,” produced by Pershing Advisor Solutions, where I am CEO, and constructed by The Ensemble Practice, reveals the pivotal decisions at each phase of the advisory firm lifecycle. The journey from practice to business passes through several important waypoints. At these junctures, firm owners face key questions such as:
 Now is the time to craft an implementation plan to guide you through the stages ahead. Take the time to plan and organize and be prepared to tune out minor distractions as you process through the timing and nature of your business growth.”Mark Tibergien, CEO, Pershing Advisor Solutions |
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