What is the next breakaway movement?

While Phil was at Envestnet Elevate, he had the opportunity to connect with Jay Hummel, Partner and Co-founder of Wealth Advisor Growth Network. Listen in to hear Jay's thoughts on the next breakaway movement and how he and his team are building their firm to anticipate breakaways.

Resources:

Jay Hummel, Partner and Co-founder of Wealth Advisor Growth Network https://www.linkedin.com/in/jay-hummel/

Please send Comments, Questions, and Feedback to: [email protected]

Please send First Friday Feedback submissions to: [email protected]