RIA Sellers Need to Be Specific About Their Goals
“Begin with the end in mind and be really clear about what it is that you want and what it is that you don't,” Shirl Penney, the CEO of Dynasty Financial Partners, tells Greg Bartalos, Editor-in-Chief of Barron’s Wealth & Asset Management Group.
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The Way Forward
Interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
