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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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What Is the Executive Leadership Team?

At what point at what size was the firm when it decided that it needed executive leadership that was separate from the client service folks? Which I guess to me is like when they were fully dedicated to that role and not multi-hating. And back then maybe we were 30, 20 to 30 people. Okay. So what does the executive leadership team look like now? I mean, just like what are those actual seats?Yeah. So we have five members of our executive team. We have our CEO who is also a client facing advisor. He has a very large practice of clients and he's also been with the firm for 26 years. Our president has been with the Firm for almost 24

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