April 16, 2020
The Real Truth About Business Ownership from a $600M Ex-Morgan Stanley Advisor
The Diamond Podcast for Financial AdvisorsAbout this episode
Lee Korn, who launched the independent firm Opal Wealth Advisors in January of 2019, shares how pulling together all the moving parts that go into building an RIA is a task that takes time, energy and a good amount of learning as you go—but worth it!