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.
Two people who share responsibility for a business are discovering fundamental differences in their approach to risk and growth that they never explicitly discussed.
“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.