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In 2014, I left a senior position at a wealth management firm to start my own practice, Wealth Strategies Partners, an independent wealth management practice and member of the Raymond James Financial Network.
Since that time, we’ve grown at a rapid pace as a result of hard work, dedication to our purpose and a little luck. We now rank No. 54 out of 4,500 independent firms that make up the Raymond James network, we’ve expanded in our key markets of Sarasota and Nashville.
While all of this growth sounds exciting (and it has been), it hasn't come without hurdles and lessons learned. These are four of the biggest ones I’ve learned as we’ve grown and built a reputation for what we’re known for today: our client experience.
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