Dan Johnson, President & CEO, Birchcreek Wealth Management, talks candidly about the reasons behind why his multi-generational team at Merrill Lynch chose to go their separate ways—with him choosing independence.
In her first year of building a wealth management firm, advisor Anne Marie Stonich was also caring for a newborn baby and struggling with her mother’s death. But the events have positively shaped her view on life and her work as an advisor.
Margaret Dechant, CEO of 6 Meridian, explains the reasoning behind the firm's decision to go fully independent instead of using one of the popular breakaway broker support platforms.
Gavin Spitzner, president of Wealth Consulting Partners, details the many ways in which financial technology is growing, even as advisors and wealth managers are underutilizing the tools available to them.
Sweet Financial's Brittany Anderson describes the firm's business development and marketing strategies, as well as how she went from a client service associate just out of college to now president and co-owner.
