September 9, 2021
Ask the Breakaways: 3 Advisors Answer Your Questions About Making the Leap
The Diamond Podcast for Financial AdvisorsAbout this episode
Special Episode: A panel of 3 breakaway advisors share the details of their journeys—Lori Siegel, founding partner, Centrix Wealth Partners; Michael Henley, founder & CEO, Brandywine Oak Private Wealth; and Terry Cook, CEO, Parcion Private Wealth.