
Ep 340: Operating Agreement As Pre-Nup: Splitting Away From Ensemble Partnership To Launch Your Own Firm With Melissa Joy
Financial Advisor Success
How to Be a Successful Financial Planner
The business is has grown a lot we I will tell you Michael because you know the numbers so well. We're about 175 million in assets and our revenue is growing pretty quickly as well it was 1.1 million last year and projects to be about 1.5 million this year. There's 11 of us on the team our core operations are here in Dexter although we have a hybrid team but there's four financial planners including myself that are in our office in Ann Arbor area one works with my clients around the country and she's virtual. And then we have an office in gross point Michigan which is outside of Detroit with a wife and husband team both former wholesalers who actually like to work
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