Ep 498: Hiring A COO And Creating Partnership Paths Early To Drive Enterprise Value On The Path To $3B AUM with Christine DeMao

Ep 498: Hiring A COO And Creating Partnership...

MICHAEL KITCESMICHAEL KITCES

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Ep 497: Growing From Solo To Siloed Partnership To A $3.3B Enterprise Ensemble (Without Taking Outside Capital) with Shane Morrow

Evolving a financial advisory practice is less about individual client ownership and more about aligning multiple practices under a unified corporate mission. Today's guest pulls back the curtain on the operational, cultural, and logistical realities of transforming a decentraliz ...  Show more

 . 1h 29min
Ep 496: Lessons Learned From Building A $60B Advisory Enterprise with Shannon Eusey

Scaling a financial advisory firm from a startup with no clients into a national enterprise managing tens of billions of dollars: Today's guest offers practical insights into scaling, whether you're building an advisory firm or leading a growing organization, without losing sight ...  Show more

 . 1h 29min

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