
Ep 340: Operating Agreement As Pre-Nup: Splitting Away From Ensemble Partnership To Launch Your Own Firm With Melissa Joy
Financial Advisor Success
The Resistance to Change in a Crisis
2008 was that inflection point where it's like from a partner perspective, it's time to change. And so you need a crisis often engenders the willingness to act when status quo felt just felt more comfortable and, you know, we'll get to it, but not yet. There were most new clients were fee based, but there were still clients who were C shares or A shares. But even with people with strong adherence to collective operations,Change is difficult and it's all it is costly and it takes time," she said.
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