Story thread · 2 reports / 2 sources
RIA Edge Podcast: Building a Multigenerational Wealth Firm with Kristen Bauer
wealthmanagement.com · 9h
LNW's Kristen Bauer details how the $18B RIA measures growth based on its impact on clients, employees and owners, rather than pursuing scale.
First report: Bauer, Martin — buffalonews.com, 2d
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