Jim Dickson

In this engaging discussion, Jim Dickson, CEO and Founder of Sanctuary Wealth, shares his journey of building a thriving RIA platform from the ground up. He reveals why he pivoted from a lengthy career in wirehouses to support independent advisors with unique partnership structures and centralized data management. Jim dives into the unexpected surge in demand for advisor independence, the challenges of rapid growth, and the vital role of relationships in achieving success. Get insights on how to balance autonomy with support and navigate the evolving landscape of financial advisory.