Partnership Resource Co-founder Tanya Rapacz walks Michael Kitces through the ups and downs of a successful partnership, as well as how to write a ”Partnership Constitution“ that formally spells out for all partners how decisions will be made...
Most new referrals come during times of their life transitions. So make sure you have someone answering the phones who is skilled in communicating with them.
Flourish Wealth Management President and Founder Kathy Longo tells Michael Kitces why she walked away from the partner track at a billion-dollar independent RIA to open her own business.
Every independent business owner will reach a point where gaining scale and solving for continuity and succession become paramount. It’s then that they begin to wonder: What does my firm’s end game look like?
