Is the grass really greener?

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Is the grass really greener?

There was loads of rumors in the previous few years concerning the breakaway pattern that has led massive consulting corporations to maneuver away from wireworks, and my visitor as we speak has just lately gone by means of this course of on his personal. After spending the primary decade of his profession at Merrill Lynch, Michael Henley grew to become co-founder and CEO of Brandywine Oak Non-public Wealth, an impartial consulting agency that manages greater than $ 500 million in shopper property in simply thirty-four years. .

On this episode, Michael shares what made him determine to grow to be impartial after being so loyal to Merrill Lynch that he had a bull-shaped wedding ceremony cake, in addition to how he managed the transition to secession, which didn’t go as he anticipated. Take heed to what it was prefer to construct a consulting agency in a wire home surroundings, the distinctive means he created the mandatory start-up capital to finance his transition, and the way the grass is – and isn’t – greener in an impartial canal. .

Efficiency notes and extra data might be discovered at: https://www.kitces.com/102

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