Ep 004: Building The Team Of A $4.5B RIA Serving HNW Clientele with Deb Wetherby
Financial Advisor Success
00:00
Finding Alignment in the Financial Sector
The chapter explores the journey of individuals who sought to work in the financial sector in a way that aligned with their principles and values. It highlights their struggles, determination, and ultimate success in creating fulfilling roles despite initial doubts and challenges. The chapter emphasizes the importance of integrity, long-term decision-making, and client relationships in building a successful business in the financial advisory field.
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