Episodes
Wednesday Jan 19, 2022
Ep 5: Time For Growth
Wednesday Jan 19, 2022
Wednesday Jan 19, 2022
Join Bluespring Wealth Partners President Stuart Silverman in a lively discussion of how to navigate the treacherous path of organizational growth. Stuart interviews consultant Philip Palaveev, CEO of The Ensemble Practice, and entrepreneurs Mike Frazier, President & CEO of Bedell Frazier Investment Counselling and Tom Fee, Managing Director of $1+ billion firm Vector Wealth Management. We look to combine the best practices and management theory with the practical, real-life experience of industry veterans.
During this discussion you’ll learn:
- When is the right time to hire a COO and a chief marketing officer?
- What infrastructure is needed to reach a billion in assets
- What should be the criteria for adding partners to the firm
- How to manage your equity for sustainable growth and talent development