My wife and I are setting up Hidden Lane Journeys as a partnership. I understand we can join under one business entity and add a second advisor. Can you walk me through how you structure associate/sub-agent relationships — specifically the costs, training access, portal credentials, and whether there are any limitations around client ownership, FAM eligibility, or vendor recognition for both of us?
Asked byBill McDowellon August 24, 2025 inGeneral