Russ Hill has led his firm through a lot of transitions. During his time at Long Beach, Calif.-based Halbert Hargrove Global Advisors, he’s helped morph the company from a simple brokerage to a tax shelter shop to a commission-based firm, and ultimately to a fee-only planning business with roughly $4 billion in AUM.

Each time the CEO and chairman pushed his company in a new direction, it was to stay ahead of a shifting market that impacted what his clients would need, he says.

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