Signature Wealth’s Managing Partner Chip Munn describes the firm’s strategy of buying books of business and then handing them off to younger advisors who can service the clients.

Boston Private Wealth’s Kathleen Kenealy oversees more than $300 million for 75 clients.

Liz Nesvold of Silver Lane Advisors discusses what it means to build your business with the end in mind—and why it’s one of the most critical directives an RIA firm owner should follow.

Brandywine Oak Private Wealth’s Michael Henley describes the good and bad of breaking away from a wirehouse and going independent.

An episode for all members of the wealth management community, from those at wirehouse firms to independent business owners.