September 17, 2020
From Ex-Morgan Stanley Advisor to One of the Biggest Breakaway Stories of 2019
The Diamond Podcast for Financial AdvisorsAbout this episode
Why would a $6B team choose to leave behind the safety of Morgan Stanley - not to mention two-thirds of their assets - to make the leap to independence? Breakaway Jason Fertitta explains how he and his team decided to make the leap, forming RIA Americana Partners, how their high-net worth clients reacted to the news, and much more.