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Ep 340: Operating Agreement As Pre-Nup: Splitting Away From Ensemble Partnership To Launch Your Own Firm With Melissa Joy

Financial Advisor Success

CHAPTER

The Role of Multiple Advisors in Centralizing Operations

It's hard to really reflect how revolutionary this combination, like rebalancing model management software and discretionary models are. Back then we did that because there was no other choice. Like, you know, clients got rebalanced when they were coming in for a client meeting. They weren't the most sophisticated then. We weren't. But it was building pathways for clients to be better managed at scale.

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