Ep 5: Time For Growth

Join Bluespring Wealth Partners President Stuart Silverman in a lively discussion of how to navigate the treacherous path of organizational growth. Stuart interviews consultant Philip Palaveev, CEO of The Ensemble Practice, and entrepreneurs Mike Frazier, President & CEO of Bedell Frazier Investment Counselling and Tom Fee, Managing Director of $1+ billion firm Vector Wealth Management. We look to combine the best practices and management theory with the practical, real-life experience of industry veterans.

During this discussion you’ll learn:

- When is the right time to hire a COO and a chief marketing officer?

- What infrastructure is needed to reach a billion in assets

- What should be the criteria for adding partners to the firm

- How to manage your equity for sustainable growth and talent development