My business partner and I built our wealth management firm from nothing over eight years, and now we're getting acquisition offers that would set us both up for life, but we keep dancing around the fact that he wants to sell and I want to keep building, and neither of us will just say what we actually want because we're terrified of what it means for us.
More people experience this than they realize.
Two people who built something together are discovering they have fundamentally different visions for their shared future but are avoiding the conversation that could either align them or end their partnership.
“Where Are You with Financial Services — Financial Advisory & Wealth Management?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.