May 23, 2024
A Blueprint for Building a Wealth Management Enterprise to $3B and Beyond
The Diamond Podcast for Financial AdvisorsAbout this episode
After a dozen years in the wirehouse world, Reza Zamani began to recognize the limitations inherent to the model. So in 2012, he left to launch SteelPeak Wealth with $250mm in AUM. Today, they manage $3B and have 20 advisors on their team. Reza discusses how the decision to break away led to tremendous growth.