‘Minimize Regrets.’ Gauge Your Kid’s Interest in Working With You.
‘Minimize Regrets.’ Gauge Your Kid’s Interest in Working With You.
Advisors considering having a child join their firm should encourage that possibility and discuss their relative interest in doing so, says Raj Bhatia, private wealth advisor with Merrill Private Wealth Management.
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The Way Forward
Interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
