Building a $6B+ Firm by Listening to Clients: The Formula for Mastering Excellence and Creating a Superstar Enterprise
The Diamond Podcast for Financial Advisors
From Humble Beginnings to Independent Excellence in Financial Advisory
This chapter explores the establishment and evolution of North Rock Partners, detailing the speaker's journey in the financial advisory field. It highlights the firm's shift towards independence from Ameriprise, aiming to enhance service quality for affluent clients like professional athletes.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
