Financial Advisor Success
Ep 040: Building A True Ensemble Practice Beyond Yourself And Training G2 Successors with Philip Palaveev
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 1:39:43
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Sinopsis
Phillip is the founder and CEO of Ensemble Practice, talks about different ways that advisors can share equity in becoming the multi-professional advisory firm and what it takes to actually introduce a new second generation to the firm. For show notes and more visit https://www.kitces.com/40