How we operate our firm

This is an event for financial advisors, hosted by our friends and partners at Orion – next Tuesday May 18th at 4pm I am bringing three of my top operational people for a discussion about how we run the firm. Kris Venne, my partner and practice management guru, Nick Maggiulli, my firm’s COO (you may know his wonderful blog, Of Dollars and Data), and Anna Chaiken, my Head of Execution. Anna is the person who g...

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