-
Wirehouse Connections: Why a Next Gen Merrill Advisor Joined His $1B Breakaway Colleagues
- 2024/10/31
- 再生時間: 44 分
- ポッドキャスト
-
サマリー
あらすじ・解説
Dylan O’Shea offers a unique perspective from a growing advisor with a long runway who could have easily opted for a transition check but instead chose independence. He discusses why he joined Quorum Private Wealth, the value of their shared vision, infrastructure, and more.