Ep #82: Scaling Your RIA - An Interview with J.D. Bruce
Behind The Advisor · Behind The Advisor
January 11, 20171h 1m
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Show Notes
This week, J.D. Bruce - President of Abacus Wealth Partners - shares his experience of growing a firm from a solo practice to an established business with a professional management, a board of directors, and a governance structure. J.D., a CPA with management experience across a variety of industries, was hired at Abacus to help merge two solo firms into the successful operation that exists today.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/82