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Former employees of Salomon & Ludwin claim they were under the protections of the Broker Protocol when they departed; they also cited concerns about the RIA’s culture and poor communication.
WEG CEO Jeff Dekko shares his company’s approach to staffing models, strategic decision-making and the significance of organic growth in the financial advisory industry.
Mike Dolberg describes how he and the team at Apollon recognized the value of culture, partnership, and the freedom to serve clients—and how that realization ultimately drove their growth from $120 million in assets to $7.5 billion.
