It took almost two years for Gretchen Stangier, president of Stangier Wealth Management in Portland, Oregon, to find the right hire. But, she says, the effort has paid off in flexibility, the option of taking on clients with lower minimums, business continuity and a built-in sales plan when she’s ready to retire.
But Sullivan Financial Services President Kristin Sullivan, who opened her Denver practice in 2007, made a different choice. (Click here for more.)
