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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 Importance of Vision at High Level

I was trying to look, I very much recognized that I was like a promising person that was still sitting at the kids table. And so she could help. She's just somebody that like had my back that I didn't need to navigate the, you know, concerns about what their interests were. So over that 2010 to 2015 period was that like acquisition of shares and at the same time almost immediately like the kicking off of the final transitions of the first generation. But I really tried to transform my presence, my what I brought to the room. Like if you don't have assets or is it like vision at high level? It's harder to have control of your career.

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