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
Profession1 article
4 min
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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New essays, insights, and the occasional research finding. Sent when there is something worth sending.