Changing Channels: How a Wirehouse Team Went Independent Without Leaving the Firm—and Grew from $280mm to $1.7B
0:00
50:40
The “affiliation channel slide” has become a common path for many employee advisors seeking independence. Jason Andrews and Ross Bauer of Merritt Point Wealth Advisors share a story demonstrating how their transition from Wells Fargo PCG to FiNet resulted in tremendous growth opportunities.
D'autres épisodes de "The Diamond Podcast for Financial Advisors"
Ne ratez aucun épisode de “The Diamond Podcast for Financial Advisors” et abonnez-vous gratuitement à ce podcast dans l'application GetPodcast.