Building a $6B+ Firm by Listening to Clients: The Formula for Mastering Excellence and Creating a Superstar Enterprise
The Diamond Podcast for Financial Advisors
Intro
This chapter explores the astounding growth of a firm that has amassed over $6 billion in assets by focusing on client-centric services. It highlights the journey from its initial days to becoming a full-fledged independent RIA, while sharing key strategies and future ambitions aimed at serving high-net-worth clients.
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