3min chapter

Financial Advisor Success cover image

Ep 323: Sustaining A $5B Advisory Firm To The Third Generation Of Leaders With Yonhee Choi Gordon

Financial Advisor Success

CHAPTER

Is There Any Consistency in Job Descriptions?

"It's just too bad that there's no consistency, you know? And every RIA, I guess that's just the nature of this business is everybody runs their businesses a little bit differently," he says. "I wish there could be a little bit more consistency in terms of the job descriptions... But I know it's probably impossible only because we do tax returns too."

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