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2018 | OriginalPaper | Buchkapitel

3. The Win for Financial Services

verfasst von : Laura Mattia

Erschienen in: Gender on Wall Street

Verlag: Springer International Publishing

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Abstract

Laila’s fee-only firm was struggling before she was hired. Unlike many other fee-only firms, this one had only accumulated $40 million dollars in assets under management (AUM), in sixteen years. Laila, a CFP® and MBA, knew the firm had had difficulties and conflicts with business partners and false starts in the past. She also knew they lacked several crucial skills.

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Metadaten
Titel
The Win for Financial Services
verfasst von
Laura Mattia
Copyright-Jahr
2018
DOI
https://doi.org/10.1007/978-3-319-75550-2_3