Highlights include:
-Why the advisor walked away from a traditional bank model
-How he overcame fear and successfully transitioned legacy clients
-The surprising benefits of affiliating with an RIA-only firm
-Reinvesting in growth: marketing, branding, and staffing
-Building deeper client relationships through business ownership
-What “freedom” really means for advisors today
If you’ve ever felt stuck in your current model or wondered if true independence is worth it, this episode delivers a candid and inspiring look at what’s possible.
