August 24, 2023
A Bank Advisor’s Breakaway Success Story: From $180mm to $600mm+
The Diamond Podcast for Financial AdvisorsAbout this episode
Evan Mayer started in the bank channel and, over time, came to the realization that he could do more to support his clients and grow the business in the independent model. Evan proved that by growing more than 3x in just 4 years.