The Diamond Podcast for Financial Advisors
From Cold-Calling to $500mm Breakaway: A Former Merrill Advisor’s Team-Based Approach to Growth
March 23, 2023
Rory O'Hara founder of Ausperity Private Wealth discusses his journey from cold-calling trainee at Merrill, to building a business managing $500mm in client assets, to making the leap to independence as a young team.
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.
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