Dating is fun, but you have to think beyond the honeymoon and about how you're going to relate as partners.”
Liz Nesvold, managing partner, Silver Lane Advisors. |
Summary: Some of the industry's leading executives offered tips and advice to RIA principals during the annual MarketCounsel Summit, which attracted an elite gathering of power players in the independent planning channel.
Dating is fun, but you have to think beyond the honeymoon and about how you're going to relate as partners.”
Liz Nesvold, managing partner, Silver Lane Advisors. |
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