In a recent conversation I had with Brett Bernstein, CEO and co‑founder of XML Financial Group, we dug into what it takes to build a people‑centered, “brainy” business — one that leans on human expertise, resists commoditization, and continues to thrive even as it scales.
Scaling People-First Advisory Firms: Talent…
In a recent conversation I had with Brett Bernstein, CEO and co‑founder of XML Financial Group, we dug into what it takes to build a people‑centered, “brainy” business — one that leans on human expertise, resists commoditization, and continues to thrive even as it scales.