&Partners‘ cofounders David Kowach, Kristi Mitchem, and John Alexander joined AdvisorHub CEO Tony Sirianni for a conversation about building a firm designed to endure.
They discuss the decisions that mattered most early on, such as taking the time to build the platform before onboarding advisors, investing in service and supervision, and assembling a technology stack that enhances the advisor and client experience rather than relying on legacy systems.
The episode also covers what makes &Partners different: a broadly distributed ownership model built for long-term alignment, a culture of “first things first,” and a commitment to executing well across advice, service, technology, and operations — with growth as the output, not the goal.
Listen to the conversation:


