Dina Sonenshein, Senior Practice Management Consultant
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How an Equity Ownership Structure Supports Your Evolving Practice
Are you planning to bring on an associate advisor? If so, consider how adopting an equity ownership structure can help you create a sustainable, enduring firm.
Dina Sonenshein
12.06.23
Future-Proof Your Firm: Guiding G2 Advisors on the Path to Partnership
Want to unlock more of your firm’s potential and create a powerful synergy with next-gen advisors? A strong internal succession strategy is the key.
Dina Sonenshein
04.13.22
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