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Ep 126: Climbing The Path Of Personal Development To Partnership At A Large RIA with Martine Lellis
Ep 126: Climbing The Path Of Personal Development To Partnership At A Large RIA with Martine Lellis
ratings:
Length:
111 minutes
Released:
May 28, 2019
Format:
Podcast episode
Description
Martine Lellis has had a unique career with Sullivan Bruyette Speros & Blayney (SBSB). She started out as an associate advisor, and after seeing the firm sold to a bank, she later moved into a mid-level management role and continued climbing all the way up to become the firm’s Chief Operating Officer and Principal. She then joined four other principals to buy the firm back from the bank, making it private again. In this episode, Martine shares the process of selling and buying back the firm and how her role has changed throughout the years with SBSB. We also discuss the company’s model for serving affluent clients and why they offer tax preparation services on top of financial planning and investment management. Listen in to find out the challenges that surprised Martine the most and her biggest breakthrough in her career. For show notes and more visit: https://www.kitces.com/126
Released:
May 28, 2019
Format:
Podcast episode
Titles in the series (100)
Ep 009: From Medicine to Holistic Financial Planning Using A Complexity-Based Retainer Model with Carolyn McClanahan: Today physician and financial planner Carolyn McClanahan joins us to talk about her ensemble practice, where she and her 4-person team work with 80 clients. by Financial Advisor Success