July 23, 2020
How These 3 Firms Carved a New Path and are Changing the Wealth Management World At Large
The Diamond Podcast for Financial AdvisorsAbout this episode
3 “ex-wirehouse-turned-independent-industry-leaders” in a rare single forum: Shirl Penney of Dynasty Financial Partners, Jim Dickson of Sanctuary Wealth and Rich Steinmeier of LPL Financial. They join Mindy Diamond to share an “insider’s view” of the wirehouse world, wealth management, independence, and more.