Summit Financial's Stan Gregor offers advice on how other firms can create scalable, repeatable growth strategies and transform their practices into truly unique advice platforms.
Brian Hamburger talks about the pioneering work his firm did helping wirehouse brokers “break away,” and how his firm’s services have evolved along with the growth of the RIA industry.
This lively discussion on Monday, Nov. 1st will cover how to navigate the treacherious path of organizational growth. You'll learn how to manage your equity for sustainable growth and talent development.
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