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Jim Gold: Building a $40B RIA With Leadership That’s Firm—Yet Fun

Barron's Advisor

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Evolving Advisory Landscape

This chapter explores the transformation of the advisory business over the last thirty years, emphasizing the shift from commission-based models to a focus on recurring fees. It highlights the importance of mentorship, deep client relationships, and comprehensive planning, alongside the adaptation of marketing strategies through digital platforms. The chapter concludes with a discussion on the firm’s high net worth focus and optimistic outlook for future growth in the wealth management sector.

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