July 31, 2025
When Values No Longer Align: An Ex-Wells Fargo Advisor’s Leap to Independence
The Diamond Podcast for Financial AdvisorsAbout this episode
Brian Pultman discusses why he chose independence over taking a wirehouse transition deal. However, as he candidly shares, building your own RIA is not always a smooth process, yet it resulted in aligning his values while building $1B+ Correct Capital Wealth Management.