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- Jim, you recently joined the Hightower family. Can you share with us the process you went through before making the decision on which firm you selected to partner with? (00:36)
- Did you look at other potential partners before you decided to join Hightower? (01:09)
- How do you think your team has bennefitted from joining Hightower? (00:36)
- How did you clients and your employees feel about the announcement you were joining Hightower? (02:48)
- What advice do you have for other RIA firms that are considering selling part of their business or taking a capital investment in their business?(04:29)