Building a multi-adviser practice takes a written plan

11/2/2011 | Financial Planning

Financial advisers who launched their career as entrepreneurs often lack the ability to take the next leap into creating ensemble practices with multiple advisers, writes Stephanie Bogan, CEO of Quantuvis Consulting. A successful founder will create a business model that clearly lays out the firm's vision and an adviser's career path, making it possible to attract talent, Bogan writes.

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