The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


A $1B+ Wells Fargo Breakaway Team Gets Re-Energized in a New Model

April 25, 2024

In building a $1B business at Wells, Angie Ostendarp and Jordan Raniszeski realized they had outgrown the model, which limited their ability to serve their clients and continue their growth trajectory. They share why supported independence was the right fit and how it’s changed their path toward the future.