Among other changes, the association will add a wealth management specialization, with additional content on client management, investment planning and the duty of care.
Rory O’Hara, founder of Ausperity Private Wealth, discusses his journey from cold-calling trainee at Merrill to building a business managing $500 million in client assets, to making the leap to independence as a young team.
It could be the difference between building a resilient practice and one that crumbles as soon as you step down.
