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Ep 340: Operating Agreement As Pre-Nup: Splitting Away From Ensemble Partnership To Launch Your Own Firm With Melissa Joy

Financial Advisor Success

CHAPTER

The Dynamic of Managing Client Portfolios at Scale

I was looking at port, different portfolios, how they were doing. I was also doing the investment research. It was primarily active managed or almost all active managed open and mutual funds or blue chip stocks. So I would attend due diligence meetings, do research like meaningful research. One could also call it overhead, but like, deeper work on maintaining a centralized kind of investment heartbeat to the firm.

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