Ep 70: The true cost of independent wealth advice – Steve Tucker
Between Meetings with Matt Heine
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The Business Plan on the Back of the Napkin
Steve iose and Paul O'Neill came up with the idea of a private wealth firm. The business plan was on the back of a napkin in those days. They wanted it to look more like a professional services firm, not an aggregator model. And they still believe that the majority of the company should be owned by the partners who execute the advice.
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