Founder Centric Firms

Sooner or later, founder centric firms hinder their ability for growth, both internally and externally. Here are several suggestions to shift away from founder centricity, that enable expanded opportunities for the founder(s), their teams, and the firm overall.

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Firm Foundations is a video series that provides content to help financial advisors lead, operate and grow the business side of their Wealth Management Firms. The Firm Foundations video content is brought to you by SmartRIA, where they simplify compliance for Wealth Management Firms. Special thanks to our video partner, Tim Romero, with Neon World Media.

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