Forging a Path to Partnership

Forging a Path to Partnership

Adam Werner, CFP®, CPWA®, is a wealth advisor and Vice President of EP Wealth Advisors. In this episode, Adam joins Ian Harvey, CFP® to discuss the best ways to pursue leadership opportunities both inside and outside of the office. They also explore how to approach firm owners about ownership conversations and what to expect when you become a partner.

Exploring Career Paths and A Better Way to Manage

Exploring Career Paths and A Better Way to Manage

Brent Beene, CFP®, MS and Matt Masterson, CFP®, CPWA®, are both wealth advisors at Regent Atlantic – a financial planning practice in New York. Whether you’re a new planner who is looking to learn more about how to find a firm with cultivated career tracks, or you’re a firm owner who wants to implement a similar system in your own practice – this episode is a must-listen!