
Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office
The Diamond Podcast for Financial Advisors
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From Bureaucracy to Independence: The SpirePoint Transition
This chapter explores the journey of two advisors who left traditional wirehouse roles to establish SpirePoint Private Client. It highlights their diverse experiences, including one advisor’s background with the CIA, and their commitment to family wealth management and independence. The speakers discuss their complementary partnership dynamics as they navigate the challenges of running an independent firm.
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