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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 Reverse Mentor Opportunity

I had always done a great job of networking outside of our company, just because I love talking about the business. And so at that point, when the discussion started about becoming a partner or having a partner, I asked my mentor within the firm if he could use someone as a mentor who's not here in our firm. He met Kathy Muldoon, who was a good friend of his and is a financial planner in Dallas. So that's when I had someone outside of the firm who I could talk to and trust about the experiences of perhaps becoming a partner in a partner.

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