Cornerstone Wealth Management founder Rich Arzaga has been able to turn his ability to advise on directly held real estate investments into opportunities to gain clients for his traditional wealth management services.
Gone are the days of deciding whether financial planning should be offered, said executives. Today, the decision worth considering is how to charge for it.
Gen Next Wealth Founder Emlen Miles-Mattingly details why and how his firm is moving away from assets under management and toward a monthly subscription model.
