
Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office
0:00
50:42
Trent Leyda and Kay Campione offer a unique perspective on their time at Morgan Stanley, how it had come to diverge from their vision of building a family office they would entrust with their own families’ wealth, and how they are better equipped to realize that vision as an independent firm.
Weitere Episoden von „The Diamond Podcast for Financial Advisors“
Verpasse keine Episode von “The Diamond Podcast for Financial Advisors” und abonniere ihn in der kostenlosen GetPodcast App.