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ETA Workshop: Considering Wealth Management

The wealth management industry is one of the few places that you can put your financial and investing skills to work to directly help people, and it is an industry ripe for acquisition. Jonathan Rogers and Nirav Batavia, co-managing partners of Forum Financial, talk about their experiences after graduating from Booth in 2012 and how they came to be partners in and operate a firm managing or servicing over $3 billion of assets. Becoming an independent advisor does not outside capital, yet can generate more than enough personal income and equity to make the entrepreneurial risk worth taking immediately out of school.


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