Those who are brave enough to run their own wealth management enterprises face the challenges of this industry through a completely different lens than a financial advisors.

Their role is to ensure their firm’s capabilities and resources are designed to help their advisors and the firm grow, manage their clients, and have a culture where advisors are appreciated.

The Makari Group’s Enterprise Solutions team focuses on helping RIAs, Broker Dealers, and Hybrid firms with four main contributors to growth and efficiency.