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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

How I Become a Financial Planner and Continue in the Business

Melissa was on maternity leave with her second child in 2013 when she got a call from an acquaintance who said someone I know has won the lottery. She thought this would be a good time for me to have assets versus refer this person to someone else in the company. So you become partner in a sort of unique like non revenue producing role, which is totally classically draw these lines in the advisory industry.

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