Lou Tranquilli details his journey through the financial advisory industry, from life insurance sales agent to broker/dealer to hybrid RIA and now an independent RIA.
Firms must strike a balance between appealing to a younger generation of advisors and maintaining a level of support that allows everyone on their platforms to thrive.
Katie Brown and her partner have created playbooks for various aspects of the business, from business development to client experience, in order to stay on track and measure their growth.
Andrew Altfest is the second generation leader in a family advisory firm. He describes how he got involved in the business and his plans for it for the future.
