#FA Success Ep 335: Systematizing Succession And New Partner Transitions In A $1.5B Ensemble Enterprise, With Timothy Wyman
Nerd's Eye View
MAY 30, 2023
What's unique about Tim, though, is how, as a second-generation partner, he helped redesign the firm’s organizational structure from siloed advisors to an ensemble practice, both restructuring the firm’s compensation, and in the process systematizing future partnership opportunities to both next-generation financial advisors and key non-advisory (..)
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