Breaking the AUM Mold: Separating Planning From InvestmentsBreaking the AUM Mold: Separating Planning From InvestmentsBreaking the AUM Mold: Separating Planning From Investments 

The traditional AUM model likely isn’t going away completely, but it may not be enough anymore. In this episode, Brendan sits down with financial advisor Adam Wojtkowski to unpack a major shift he’s making in his business: separating financial planning from investment management into two distinct offerings—and in his case, companies. The goal? Better alignment […]
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