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14min chapter
Verdence's Leo Kelly: Building an RIA with the 'client as the architect'
RIA+
Journey from Sales to Wealth Management: Starting Verdence Capital Advisors
This chapter follows the guest's transition from selling copiers to pursuing a career in wealth management, highlighting their entrepreneurial mindset and fascination with the stock market. It delves into their experience at Merrill Lynch Financial Planning Desk, decision to start their own RIA firm, Verdence, and the importance of embracing independence to better serve clients.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode