Marc Horner discusses how his leap to independence allowed him to think and act more creatively, connect with clients and prospects on a new level, and ultimately grow his business in ways he could not in the wirehouse world.
The president and COO of Commonwealth Financial Network discusses the strategies and principles that have helped the firm build relationships with advisors.
Arthur Ambarik shares the story of Perigon’s evolution from a small firm with under $150 million in assets under management to its current status of about $6 billion in AUM.