From Intern to Partner | Building a Firm Worth Growing Together
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From Intern to Partner | Building a Firm Worth Growing Together
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For Miami Valley Financial Partners, that conversation was part of building the team. In this episode of RIA Confidential, Ray Gettins sits down with Brian, Cole, and Cam to explore how relationships that began on the golf course developed into a business partnership with a shared stake in the firm’s future.
They get into the questions every growing advisory team eventually faces: Who takes care of the client? How does everyone get paid? What does a younger advisor’s path into ownership look like? And how do you keep client relationships personal when the business is growing?
The team also shares how they approach shared revenue, involve all three advisors in client relationships, and hold each other accountable, with a little friendly ribbing along the way. Jonathan Andrews and Ray frame the conversation and unpack what other firm owners and aspiring partners can take from it.
Whether you’re bringing younger advisors into your practice or considering where to build your career, this episode leaves you with a question worth asking:
Do the people building the firm with you see a future they want to help create? Explore more conversations and resources at https://riaconfidential.org.
Episode Footer - Ready to take control of your future?
- Run the numbers with the free RIA Calculator at RIACalculator.org
- Connect with us on LinkedIn at RIA Confidential Podcast
- Book a confidential call with Ray at RIAMentor.com
- Visit our website: RIAConfidential.com
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