The Diamond Podcast for Financial Advisors

Ask the Breakaways: 3 Advisors Answer Your Questions About Making the Leap

Sep 9, 2021

01:12:45

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Special Episode: A panel of 3 breakaway advisors share the details of their journeys—Lori Siegel, founding partner, Centrix Wealth Partners; Michael Henley, founder & CEO, Brandywine Oak Private Wealth; and Terry Cook, CEO, Parcion Private Wealth.

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