The Diamond Podcast for Financial Advisors podcast

Having Fun Again: How a Former Northwestern Mutual Advisor Designed a $7.5B Firm Around Cultural and Philosophical Alignment

30.5.2024

The Diamond Podcast for Financial Advisors

0:00

57:17

Building a firm from $120mm in assets to over $7.5B in just 6 years is an incredible feat. Mike Dolberg describes how he and the team at Apollon recognized the value of culture, partnership, and the freedom to serve clients—and how that realization ultimately drove their astounding success.

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Having Fun Again: How a Former Northwestern Mutual Advisor Designed a $7.5B Firm Around Cultural and Philosophical Alignment

The Diamond Podcast for Financial Advisors

Weitere Episoden von „The Diamond Podcast for Financial Advisors“

The Future of Prospecting: How AI Is Powering the Next Era of Advisor Growth

The Anatomy of Scale: Building a $4B Enterprise Within Northwestern Mutual

The Transition Roundtable: Merrill, UBS, Wells, and Morgan Advisors Reflect on Their Paths

From Merrill to Rockefeller: A Journey of Exclusive Access and Extraordinary Growth

A Prescription for Independence: A Merrill Breakaway’s “Financial Physician” Approach to Client Care and Growth

How to Avoid the Dreaded TRO: Legal Strategies for Advisors in Transition

Rise and Reinvent: Joe Duran on Building and Rebuilding World-Class Firms

Life After Edward Jones: How One Advisor Built a Lean, Focused Independent Firm

Sanctuary 2.0: How Adam Malamed Is Reframing Growth with Advisor Autonomy

The Advisor Transition Playbook: Inside Baseball on Due Diligence, the Move, and Everything In Between