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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 Convince Partners to Make Conversions

There were six, six advisors include and four of those were partners. So we got we built models that were truly models that everybody agreed upon. We put them into software that was functional. And then there because we had not made everyone wrap accounts, then there was a kind of behavioral psychology test of how to convince each partner to make those conversions.

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