Lessons from the merger of consulting companies and the establishment of its own consulting company FinTech Company with Greg Friedman

TwitterTweet on Twitter FacebookShare on Facebook Google+Google+ PinterestPinterest
Lessons from the merger of consulting companies and the establishment of its own consulting company FinTech Company with Greg Friedman

Immediately’s visitor has been within the monetary providers trade for over 25 years. Greg Friedman, co-founder of Non-public Ocean – an impartial RIA in Northern California that manages almost $ 1.2 billion in belongings – Greg Friedman was not solely a guide but in addition based a number one apply agency for monetary advisors within the nation, Junxure.

On this episode, Greg shares a singular area of interest that helped Non-public Ocean acquire its preliminary traction, in addition to the way it began in know-how, although it did not intend to. He additionally shares invaluable classes he realized when he determined to merge his profitable consulting agency with a bigger one, what he would have carried out otherwise if he needed to do it once more, and recommendation for counselors who’re simply beginning out.

Efficiency notes and extra info might be discovered at: https://www.kitces.com/54

You May Also Like

About the Author: financialplan

Leave a Reply

Your email address will not be published.