Info

Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
RSS Feed
Financial Advisor Success
2019
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December


All Episodes
Archives
Now displaying: Page 1
Jun 19, 2018

Tanya Rapacz is the co-founder of The Partnership Resource, a unique business in the industry that does facilitation and mediation for advisory firm partners. Given her own experience working as a financial advisor—as well as her experience with a partnership merger that didn’t work out—Tanya understood the challenges that can arise from partnerships even before she was trained in dispute resolution mediation.

In this episode, she talks in depth about what it takes for a partnership to work. Listen in to hear details about Tanya’s process for working with financial advisor partners to facilitate healthy communication and conflict resolution, the surprising truth about what kinds of people make the best business partners, and key areas that should be worked out early on for a partnership to be successful.

For show notes and more visit: https://www.kitces.com/77

0 Comments
Adding comments is not available at this time.