Turning Your Team into Owners: The HPH Employee Ownership Model with Nick Bordi

Opublikowano: 2026-03-26

In this episode of The Trusted Adviser, I sit down with our Chief Operating Officer, Nick Bordi, to unpack one of the most talked-about topics in financial planning businesses: employee ownership. At HPH Solutions, what started as a simple idea to reward and retain great people has evolved into something far more powerful. Our Team Equity Trust now plays a central role in ownership transition, long-term incentives, and what we’ve come to think of as an “internal private equity” model. Nick and I go deep into how the structure actually works – from eligibili...