June 17, 2021
A Northwestern Mutual Advisor’s “Jerry Maguire-Style” Breakaway Story
The Diamond Podcast for Financial AdvisorsAbout this episode
As a Managing Director at Northwestern Mutual, Brett Gilliland had a unique perspective of the limitations at the firm. So after 13 years and with $300mm in AUM, he left to build Visionary Wealth Advisors, today a $1.8B firm.