Kelly Kennedy entered the business in the midst of what many are calling a succession crisis, working within her father’s advisory practice to build her own book of business.
“Anytime you find someone more successful than you are, especially when you're both engaged in the same business—you know they're doing something that you aren’t.” ― Malcolm X
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Making the decision to sell or merge with a larger wealth management firm can be a decision fraught with peril. Here are questions to ask to facilitate the process.
If you want to differentiate yourself in affluent social circles, paying attention to these 10 Affluent Conversation Rules is an excellent place to start.
