『When Values No Longer Align: An Ex-Wells Fargo Advisor’s Leap to Independence』のカバーアート

When Values No Longer Align: An Ex-Wells Fargo Advisor’s Leap to Independence

When Values No Longer Align: An Ex-Wells Fargo Advisor’s Leap to Independence

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 Brian Pultman discusses why he chose independence over taking a wirehouse transition deal. However, as he candidly shares, building your own RIA is not always a smooth process, yet it resulted in aligning his values while building $1B+ Correct Capital Wealth Management.
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