In an active recruiting environment, advisors are eager to understand where deals are at and where they’re headed. Beyond a transition deal, how can advisors monetize their business over time—thinking about the short-, mid- and long-term—whether...
How should an advisor think about transition dollars when evaluating a potential firm or model?
Lazetta Braxton, co-CEO of 2050 Wealth Partners discusses how she is structuring her firm to serve the investor of the future.