The Diamond Podcast for Financial Advisors podcast

The Seamless Path to Independence: A Billion-Dollar RIA’s Evolution

0:00
52:03
15 Sekunden vorwärts
15 Sekunden vorwärts
Tony Parr shares the journey of Parr McKnight Wealth Management Group, a team that built their practice at Wells Fargo Private Client Group and leveraged the firm’s independent channels to achieve a “frictionless” launch of their RIA.

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