Reza Zamani
Founding Partner and Chief Executive Officer of SteelPeak Wealth
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May 23, 2024 • 40min
A Blueprint for Building a Wealth Management Enterprise to $3B and Beyond
Reza Zamani, CEO of SteelPeak Wealth, shares how he grew his firm from $250mm to $3B after breaking away from wirehouses. He discusses limitations of wirehouse model, the decision to go independent, and strategies for building a successful wealth management enterprise. Topics include client service, growth strategies, leveraging technology, and the importance of conviction in financial advice.
