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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 Journey of a Financial Planner

I diminished my day to day in the investment department but still had a role there kind of as leader. And so then suddenly you are in a client facing revenue producing role with this limited number of clients by quantity, but probably a pretty healthy revenue size because they're big clients. So I still had operational responsibility. We climbed the mountain for years we talked about we wanted to be a billion dollars in assets and we're reaching that too.

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