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Keith Jacoby: How to Build and Lead a Large Wealth Management Firm

Barron's Advisor

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Intro

This chapter explores an individual's relentless journey to establish a career in financial services, detailing their experiences with rejection and determination. It highlights an innovative strategy of selling copiers door-to-door, leading to a pivotal opportunity at Prudential Securities, and sets the foundation for discussing vital leadership qualities in wealth management.

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