April 14, 2022
From UBS to Oppenheimer to Independence: A Next Gen Shares his Playbook for 2x+ Growth
The Diamond Podcast for Financial AdvisorsAbout this episode
Dan Katz of Revolve Wealth Partners talks about his role as the next gen of a business started by his father, opting to build an RIA firm from scratch, and how their past experiences at UBS and Oppenheimer shapes the vision of their firm today.