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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

How to Transition From a Multi Partner Firm to a Planner

I actually listened at just in June of 2018 I think Kathy Longo's episode of your podcast was who went through a similar transition. She she also left from a larger billion dollar multi partner firm to start her own firm from scratch and build her own path. So it was like a 50 million dollar client base that you were allowed to bring I guess like bring with you or have as part of the transition but then after that like it's a hard line like no no fishing in the old pond of the prior firm like clean break.

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