May 30, 2019
How this $2.5 Billion Team Saw Past the Handcuffs of Deferred Compensation
The Diamond Podcast for Financial AdvisorsAbout this episode
Former Morgan Stanley advisor Margaret Dechant had a successful “self-sufficient business” at the firm with $2.5B under management. So, what drove her and her partners to breakaway, leave deferred compensation behind and form their own independent firm?