The Handbook for Next-Generation Partners of Independent Advisory Firms
Apr 19, 2018
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By Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
Becoming a partner at a large firm—for this generation of advisors, there’s really no sanctioned, industry-wide path for getting there. So practice management consultant Philip Palaveev has stepped into the breach with G2: Building the Next Generation, a guide for successfully navigating from advisor to partner in a large advisory firm.