My partner and I run a fee-only planning practice together and we've started disagreeing about taking on cryptocurrency clients because I think it's outside our expertise and liability comfort zone, but she sees it as the future of wealth management, and we're realizing we have very different risk tolerances for the business we've built together.
More people experience this than they realize.
You and your business partner want to go in different directions and never realized it until now.
“Where Are You with Financial Services — Financial Advisory & Wealth Management?”
If this sounds familiar, the Library can help you find the bigger picture.