Leon's POVThe morning partners meeting started like any other. Coffee, financial projections, quarterly reports. My senior partners sat around the conference table discussing portfolio performance and potential new acquisitions. I was glad they agreed to have the meeting still even though it was a Saturday and Christmas was right around the corner."The Mitchells are finally ready to move their accounts over from Goldman," Tony said, looking pleased with himself. "That is another twelve million in assets under management.""Excellent work," I said, making a note. "What else is in the pipeline?""We have been in talks with Hendricks Private Wealth Management," David said, pulling up a file on the screen. "They represent high-net-worth individuals and family offices. If we can get them as a client, it opens doors to their entire network."I looked at the numbers on the screen. Fifty million dollars in managed assets. Lucrative management fees. Access to some of the wealthiest families
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