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Konten disediakan oleh Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Playing the Long Game: Why a Former Wirehouse Advisor Built and Sold a $1.5B Independent Firm

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Manage episode 428337956 series 2321042
Konten disediakan oleh Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Jeff Brown wore many hats in his career as he transitioned his book of business from the wirehouses to independence. Yet a nagging “what if” feeling inspired him to conduct strategic due diligence, leading him first to sell a minority stake in his business and later a majority stake. Now, as President of Stratos Private Wealth, he shares a unique journey.
  continue reading

285 episode

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iconBagikan
 
Manage episode 428337956 series 2321042
Konten disediakan oleh Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Jeff Brown wore many hats in his career as he transitioned his book of business from the wirehouses to independence. Yet a nagging “what if” feeling inspired him to conduct strategic due diligence, leading him first to sell a minority stake in his business and later a majority stake. Now, as President of Stratos Private Wealth, he shares a unique journey.
  continue reading

285 episode

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