Summary: In the advisory business, a couple of events typically cause a rush of exhilaration: landing a big new client and hiring a great new talent. While the loss of a client can create the opposite emotion—dejection—the loss of a key colleague has a way of bursting one's balloon completely, especially when that individual played an important role in your succession plan.
 Creating a strong independent firm means starting with a solid business structure, and choosing the correct independent model to match an advisor’s entrepreneurial style. Completely independent, team tuck-in and hybrid are just some of the more popular choices."
Mark Tibergien, CEO, Pershing Advisor Solution.
|
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?