How down-to-earth values elevate firm’s workplace
Timothy W. Wyman, Managing Partner and CFP at the Center for Financial Planning, which was recently named on InvestmentNews’ list of Best Places to Work, talks about the firm's culture and sustainable internal succession model with Gregg Greenberg.
How focus on unique niches propelled firm’s growth
Tom Ruggie, founder and CEO of Destiny Wealth Partners, recently named one of InvestmentNews’ Fastest-Growing Fee-Only RIAs of 2023, explains its private investments philosophy and how he’s managed to stay ahead of the curve.
Trust at the heart of Zhang Financial’s success
Lynn Chen-Zhang, CEO of Zhang Financial and named in InvestmentNews' inaugural Hot List, talks about the firm's trustworthiness, fee model significance, and the pivotal role of company culture in an interview with Gregg Greenberg.
