In a Nutshell: Paul Blease's 40 years of experience in financial services covers everything from the big wirehouses to the largest independent RIAs. In the first of two conversations, Paul and I focus on the synergistic team model, which he believes is the best way for advisor CEOs to attract, retain, and maximize top talent, while also providing "white glove" service to all clients.
Guest: Paul Blease, Co-Head of Invesco Global Consulting at Invesco U.S.