Building a $6B+ Firm by Listening to Clients: The Formula for Mastering Excellence and Creating a Superstar Enterprise
The Diamond Podcast for Financial Advisors
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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.
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