Defining Success and Value Creation in a $4.5B RIA Serving HNW Clientele

Deb Wetherby, owner of Wetherby Asset Management. The challenges and accomplishments Deb and her team have weathered provide an excellent case study in leadership, growth, and resource development. They have been intentional about creating systems that will facilitate growth while maintaining their focus on client management and high-quality customer service. We cover a number of topics on this episode that entrepreneurs with any aspiration for expansion should seriously consider.

Get the full show notes and transcript for this episode at: https://www.kitces.com/4