Ep 103: Curating a competitive edge with culture - Michael Goodman, President, Wealthstream Advisors Inc.

Matt Heine welcomes Michael Goodman, President of Wealthstream Advisors Inc., for an in-depth conversation on building and scaling a successful advice firm, recognised as a "Best Place to Work." Based in Manhattan, Michael reflects on his 29 year journey - from starting the practice solo to managing $1.7 billion in AUM with a 23-person team. He discusses the power of process, workflows and…