"We have been building scalable systems in technology, policies, and every other aspect of the firm," Yeske says. The firm is now bicoastal but Yeske says that's just a beginning. "We could add an office anywhere almost overnight now because we have the foundation for that kind of growth," says Yeske.

Editor-at-large Andrew Gluck, a veteran financial writer, owns Advisor Products Inc., a marketing technology company serving 1,800 advisory firms.

First « 1 2 3 4 5 6 » Next