26min chapter

Financial Advisor Success cover image

Ep 353: Driving Growth By Setting A Clear Vision Of What You Do Best In Your Business(es) With Brett Danko

Financial Advisor Success

CHAPTER

Investment Management Structure in a Multi-Advisor Firm

Discussion on the investment management structure in a multi-advisor firm, including autonomy of advisors, investment committee oversight, and use of pre-existing or self-created models.

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