Timothy Wyman

Timothy Wyman, a second-generation partner and Managing Partner of a $1.5 billion advisory firm, shares his innovative approach to transforming financial practices. He discusses redefining the firm's structure to an ensemble practice and creating a 'Path to Partnership' guide for aspiring advisors. Tim emphasizes the importance of systematic documentation, monthly scorecards, and involving new planners in client interactions. He also highlights the challenges of succession planning and maintaining robust profit margins, all while fostering a collaborative environment.