You’ve decided to moveto a partner-based model. What now? List the desired skills and areas of expertise you’re looking to bring into your practice. While this will ultimately serve as a checklist in your quest, it will also indicate if you should be seeking one partner or several.
The divide used to be fairly clear: Equities for the young ’uns, income solutions for retired folks. The mere mention of the word “dividend” to a pre-retiree sitting across your desk might have drawn stares.
The divide used to be fairly clear: Equities for the young ’uns, income solutions for retired folks. The mere mention of the word “dividend” to a pre-retiree sitting across your desk might have drawn stares.