Ep 332: Transitioning From (A Father's) Commissions-Based Practice To Fee-Based Planning As A G2 Advisor With Liz Hand
Financial Advisor Success
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Ellis's Role in the Firm After Selling the Practice
Clinton and I want to be taking over the clients, the client work. But then what is the role that he has? I think that took a little bit of conversation and his compensation during that time too. Um, he wanted it to be fair and there's the element of how much do you want to be holding your parent accountable? To do the work that they're doing. So that was a conversation that took some, some time to sort through. He manages our portfolios. He does a lot of research part of what we present to clients and writing with that.
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