February 11, 2021
In Pursuit of Purpose: The Story of a Billion-Dollar Breakaway Turned Fee-Only Independent Entrepreneur
The Diamond Podcast for Financial AdvisorsAbout this episode
After building a $1B business at Morgan Stanley, Jeff Thomas found he could only pursue the vision of “doing more and better” for clients by launching an RIA firm. So he and his team left 75% of their assets behind to form Archetype Wealth Partners.