
Growth from Practice to Enterprise The Evolution of an Ex-Wirehouse Advisor’s $3B Business
The Diamond Podcast for Financial Advisors
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Navigating the Transition: Choosing Independence in Financial Advisory
This chapter explores the strategic transitions made by advisors who joined Hightower in 2014, focusing on the diverse business models and the critical role of culture and autonomy. The discussion emphasizes the importance of aligning one's career path with personal values and goals in the pursuit of independence from traditional firms.
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