 What does the “spouse” think? Significant others have the intimate knowledge to tell their partner whether they have the makeup of an entrepreneur."Shirl Penney, CEO, Dynasty Financial Partners. |
Build Your Own Firm or Join Another?
Alex Padalka | Financial Advisor IQ, April 2016
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Summary: Advisors set on leaving their firms but unsure whether to start their own practice or join an existing RIA need to answer just three questions to determine their optimal choice, writes Norb Vonnegut, a former advisor, in the Wall Street Journal.
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