Take it from me: Working with your spouse can certainly be challenging at times, but it can also be a positive.
My husband, Howard, joined our firm about 10 years ago after practicing law for almost two decades. He serves as our chief operating officer and manages our staff, while I spend my days meeting with advisors. I thrive on the “art of the deal.” Howard’s attention to detail and behind-the-scenes management have allowed me to focus on my core strengths. In the same way, many partnerships between financial advisor spouses are very successful because they offer a unique and complementary value proposition to their clients.
