95 min listen
Ep 004: Building The Team Of A $4.5B RIA Serving HNW Clientele with Deb Wetherby
Ep 004: Building The Team Of A $4.5B RIA Serving HNW Clientele with Deb Wetherby
ratings:
Length:
73 minutes
Released:
Jan 24, 2017
Format:
Podcast episode
Description
Deb Wetherby, owner of Wetherby Asset Management. The challenges and accomplishments Deb and her team have weathered provide an excellent case study in leadership, growth, and resource development. They have been intentional about creating systems that will facilitate growth while maintaining their focus on client management and high-quality customer service. We cover a number of topics on this episode that entrepreneurs with any aspiration for expansion should seriously consider. Get the full show notes and transcript for this episode at: https://www.kitces.com/4
Released:
Jan 24, 2017
Format:
Podcast episode
Titles in the series (100)
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