The Diamond Podcast for Financial Advisors podcast

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

0:00
52:03
Reculer de 15 secondes
Avancer de 15 secondes
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.

D'autres épisodes de "The Diamond Podcast for Financial Advisors"