Growth from Practice to Enterprise The Evolution of an Ex-Wirehouse Advisor’s $3B Business
The Diamond Podcast for Financial Advisors
00:00
Intro
This chapter explores the journey of a former wirehouse advisor who built a $3 billion business by transitioning to an independent financial model. Listeners will learn about the strategies for growth, client engagement, and the challenges faced during this significant shift in the advisory landscape.
Transcript
Play full episode
