How two Wachovia breakaways broke some rules and grew $23 million AUM to $320 million in seven years
The ex-Wachovia team creates 'bionic' advisors, tucks in advisors, poaches advisors and does free work
Frederick Van Den Abbeel
Wonderful RIA success story! Thanks RIABiz — great example of strategy and passion! Please continue to do more interviews like this one.
Barbara Kotlyar
Thanks for the article- great story. You said 'we’re big users of technology to leverage our time and resources” Can you elaborate on what kinds of technology you use to help streamline your business?
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