December 7, 2023
The Founding Sanctuary Team: How These Wells Fargo Breakaways Built a $2.4B Business
The Diamond Podcast for Financial AdvisorsAbout this episode
What motivated this $1.6B multi-generational Wells Fargo team to leave the wirehouse world for supported independence with a relatively unknown broker dealer? Chris and Brian Cooke of Cooke Financial discuss their decision, growth, and more.