Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office
The Diamond Podcast for Financial Advisors
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Building a Legacy: The Journey from Solo Practitioner to Scalable Business
This chapter explores the journey of establishing a business in the wirehouse environment, highlighting the challenges of early cold calling and networking. It emphasizes the shift from solo practice to teamwork as crucial for growth and client relationship development in the financial advisory sector.
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