A departing NestWise advisor tells what he learned from the whole experience
Andrew Ghezzi's experience with the mass-market, online entity was a pleasant surprise, but it was troubling that he was winning clients largely in proportion to their physical proximity to Boston
Brian Murphy
Nice overview – it’s a shame the service wasn’t given a bit more time to ramp and develop. Seems like the market is definitely there; just needed a bit of continuous pruning around the edges.
I agree that trust is a big issue, however I suspect that trust gets won both on an individual and platform level over time. So, the one millionth client isn’t as hard a sell as the first wrt trust.
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RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
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