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Sweet Financial's Brittany Anderson describes the firm's business development and marketing strategies, as well as how she went from a client service associate just out of college to now president and co-owner.
It is simply unrealistic and counter-productive to assume there will be no hiccups of any kind when transitioning hundreds, if not thousands, of accounts in a short amount of time.
Gerry Goldberg, CEO and co-founder of GYL Financial Synergies, describes how a simple sketch on a restaurant tablecloth turned into an RIA with 3X revenue and $8.5 billion in assets in five years.
