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15min chapter
The Art & Science of Creating an Exceptional RIA: Dakota Wealth Management
RIA+
Building Trust and Strategic Growth
The chapter delves into the founding and growth of the firm, focusing on key decisions and the importance of trust in collaborations. It explores the challenges and strategic planning involved in succession within the organization, emphasizing the significance of visible leadership successors. The discussion highlights the transformative impact of strategic events and key hires, showcasing the firm's evolution to a well-capitalized, integrated organization with a focus on continuous improvement and strategic acquisitions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode