#FA Success Ep 335: Systematizing Succession And New Partner Transitions In A $1.5B Ensemble Enterprise, With Timothy Wyman
Nerd's Eye View
MAY 30, 2023
Welcome back to the 335th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Tim Wyman. Tim is a Managing Partner for the Center for Financial Planning, a hybrid advisory firm based in Southfield, Michigan, that oversees $1.5 billion in assets under management for 1,000 client households. What's unique about Tim, though, is how, as a second-generation partner, he helped redesign the firm’s organizational structure from siloed advisors to an ensemble practice,
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