December 8, 2022
All in the Family: Former $1.3B Wells Fargo Advisor on Building a Multi-Generational Firm
The Diamond Podcast for Financial AdvisorsAbout this episode
After 45 years at Wells Fargo and their predecessors, Larry Boggs left the wirehouse to build independent firm Boggs & Company with a team that includes 3 of his daughters. Larry discusses family, legacy, business ownership, and more.