))
The Evolution to Ensemble: The Challenges and Rewards of Building a Multiprofessional Firm
Manage episode 361915698 series 3324283
Content provided by Dimensional Fund Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dimensional Fund Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Michael Goodman, president of Wealthstream Advisors, founded a lifestyle practice that evolved into a $1 billion ensemble practice after combining the skills of multiple professions and taking on partners to facilitate the firm’s growth over the past three decades. Hear the pros and cons of running an ensemble practice; how hiring, team structure, and business processes transform through the progression; and why it’s important that your long-term goals and motivations match those of your people.
Michael Goodman is not affiliated with Dimensional Fund Advisors. Dimensional Fund Advisors LP does not endorse, recommend, or guarantee the services of any advisor, certification organization, advisory or consulting firm. Dimensional Fund Advisors LP and Wealthstream Advisors are separate unaffiliated entities.**
45 episoade
Distribuie
