April 25, 2024
A $1B+ Wells Fargo Breakaway Team Gets Re-Energized in a New Model
The Diamond Podcast for Financial AdvisorsAbout this episode
In building a $1B business at Wells, Angie Ostendarp and Jordan Raniszeski realized they had outgrown the model, which limited their ability to serve their clients and continue their growth trajectory. They share why supported independence was the right fit and how it’s changed their path toward the future.