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Ep 323: Sustaining A $5B Advisory Firm To The Third Generation Of Leaders With Yonhee Choi Gordon

Financial Advisor Success

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Is There a Difference Between a Team and a Firm?

Every advisor has a support team. And so they're involved in, you know, reviewing the return high level. They know what the return is supposed to look like. There's no surprises for our clients because we're doing projections throughout the year. So it's really more of compliance and getting the returns filed. You know, they've learned that throughout their progression in the career path at our firm. Okay. I'm going to guess at some point you had to build out more of this team's structure. Because you said you're operating in teams now and see what didn't have to do that initially when there weren't enough people to have a team. Yes.

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