27min chapter

RIA+ cover image

The Art & Science of Creating an Exceptional RIA: Dakota Wealth Management

RIA+

CHAPTER

Cultivating Talent and Fostering a Unique Company Culture

Exploring Dakota Wealth Management's strategies for attracting and retaining talent, maintaining a dynamic work environment, and emphasizing the importance of a strong company culture. The chapter highlights the firm's leadership style, commitment to individual empowerment, and the balance of art and science in portfolio management. It delves into personal reflections on success, the significance of authenticity, and creating a supportive, enriching work culture within the wealth management industry.

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