#FA Success Ep 300: The Evolution Of The Advice Business At Scale And The True Power Of Brand, With Joe Duran
Nerd's Eye View
SEPTEMBER 28, 2022
What's unique about Joe, though, is how he founded United Capital, built it to become one of the largest independent wealth management firms in the country on a path to disrupt the established incumbents, but ultimately decided to sell the firm to Goldman Sachs in pursuit of the next level of national scale… and in the process has been able to (..)
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