DALLAS - Two veteran founders of well-heeled financial planning firmsRichard Richie Lee of Lee Financial in Dallas, Texas and Michael Leonetti of Leonetti & Associates in Buffalo Grove, Ill.readily confess that luck as much as deliberate strategy has contributed to their firms success.
My management style depends on serendipity, said Lee, when he spoke Sept. 18, along with Leonetti,at a convention of investment advisors in Dallas, sponsored by Bob Veres Insiders Forum.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access