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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 to Be a Great Boss

The 2008 financial crisis was a big disrupter for the investment firm. The company had always toyed with when should we be discretion, should we use discretion? But there was always a reason not to or the cost of software, et cetera. So got a lot of first hand experience talking to clients who feel very disrupted and all the emotions. I think those are, you know, I would not choose to live it over again, but invaluable experience.

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