Neela Hummel · Financial Advisor Success · The Path From (Unpaid) Intern To CEO Of A $3.4 Billion Advisory Firm with Neela Hummel
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host a quarterly open-forum coffee session with the entire firm where anyone can ask candid questions about firm direction
“We're going to give you a six month trial. And if anyone at this firm at the time, I think there were nine people or something. If anyone at this firm says that this isn't working, we're basically going to let you go. No questions asked.”
“We charge nothing for it. There's zero commitment. Anyone can do it. They call the firm... getsecondopinion.com.”
“It will be, can cyber firms ... use agents to better protect their organizations? ... that's ultimately where the ROI will manifest”
“75% of the people who come into the market as early talent come to 10 firms, and they're big firms.”
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