Practice Management

Old skills never die, while new ones take time to learn.

While SurePath's AUM is small, the firm, co-founded by brothers Patrick and Jeff Brewer, will create a marketing and practice management engine inside WealthSource with the intention of becoming the next United Capital.

Ultimately, it's about evidencing thoughtful, humane and inclusive leadership consistently.

Hiring and managing remote employees requires new initiatives and ingenuity, according to these firm principals.

Staff continue to incorporate Reg BI compliance into the SEC's examination and enforcement processes; Commissioner Caroline Crenshaw believes this data will illuminate whether the rule is working as promised, or whether changes may be required.

Firms with similar business, client-care and investment philosophies are usually more amenable to negotiation and constructive compromise than firms with widely different views on these priorities.