4X Growth in 3 Years: A Regional Breakaway Success Story
May 2, 2019
34:52
forum Ask episode
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
Chip Munn reminds us that breakaways do not always come from the wirehouses. He left regional broker dealer Hilliard Lyons for RJFS in 2016 in search of more freedom and flexibility to grow his business. And grow he did: from $300mm in AUM to $1.2B in just a few short years.
The Diamond Podcast for Financial Advisors