The Diamond Podcast for Financial Advisors
4X Growth in 3 Years: A Regional Breakaway Success Story
May 02, 2019
Chip Munn reminds us that breakaways do not always come from the wirehouses. He left regional broker dealer Hilliard Lyons for RJFS in 2016 in search of more freedom and flexibility to grow his business. And grow he did: from $300mm in AUM to $1.2B in just a few short years.
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond independence to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape.
Visit Podcast Website
RSS Podcast Feed
Subscribe
Share
Add to MyCast