I’ve worked for five firms and spent three years learning about firm structures, buyout arrangements, and paths to ownership. This is a recap of the advice I’ve received, the options I’ve explored, and the questions I’m still asking.
22 min
Profession4 articles
22 min
ProfessionI’ve worked for five firms and spent three years learning about firm structures, buyout arrangements, and paths to ownership. This is a recap of the advice I’ve received, the options I’ve explored, and the questions I’m still asking.
Read5 min
ProfessionAfter asking 21 successful advisors and firm owners the same question, one debate stood out first: should young advisors pursue equity immediately, or get experience first?
Read12 min
ProfessionI asked 21 successful advisors and firm owners one question: if you were 20 again, what would you do to own a firm someday? Here's what they said, debate by debate.
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TalentAfter being handed a 70-page case file with only one instruction, I started rethinking how firms train new advisors — and whether we delay the experiences that help them grow the fastest.
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