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Alera Wealth Chief Growth Officer Jeff Silverman shares how decades of experience advising individuals, business owners, and corporate clients helped shape his views on leadership, culture, and building a successful advisory firm. He also discusses what makes Alera’s collaborative model unique, the qualities the firm looks for in potential partners, and how advisors can think about the next stage of growth for their businesses.
By Asset TV5
3131 ratings
Alera Wealth Chief Growth Officer Jeff Silverman shares how decades of experience advising individuals, business owners, and corporate clients helped shape his views on leadership, culture, and building a successful advisory firm. He also discusses what makes Alera’s collaborative model unique, the qualities the firm looks for in potential partners, and how advisors can think about the next stage of growth for their businesses.