Greg Franks shares the story of his own leap to independence in 2011 from a ranking position at Merrill to the role of managing partner, president and COO of Snowden Lane Partners.
Gerry Goldberg, CEO and co-founder of GYL Financial Synergies, describes how a simple sketch on a restaurant tablecloth turned into an RIA with 3X revenue and $8.5 billion in assets in five years.