Managers of debt-heavy IBDs backed by LBO private equity will need all the skills they can muster to thread the needle of falling revenues and desired growth. Exit strategies may have to wait.
Trap Kloman, chief operating officer at Commonwealth Financial Network, highlights how bringing people together to share experiences makes a real difference.
Matt Deitch, chief strategy officer of Commonwealth Financial Network, explores how to create advisory practices and client relationships with staying power.
Kristine McManus, vice president of business solutions and practice management at Commonwealth Financial Network, explains why it is imperative for practices to engage with the next generation.
