Summary: As the financial advice industry continues to evolve at a rapidly increasing pace, the role of the CEO becomes even more critical. Yet, as a business coach, I often see advisory firms struggle with making the shift from being an advisor-led firm to one run by professional management.
 When you put the right people in place, empower them, and trust them to get the job done, you can function as a CEO and live the seven characteristics I outlined above. Do so and you’ll be well on your way to billions and billions of AUM.”Steve Sanduski, president, Belay Advisor. Follow |
Your session has expired!
To continue, please log in again.
Your session is about to expire!
You will be logged off in seconds.
Do you want to continue your session?