Creating a Destination for Other Advisors: How a $600mm Breakaway Team Transformed into a $2.8B Business
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Todd Resnick and his colleagues were attracted to the idea of building a “destination” for other advisors. He discusses their journey leveraging M&A, capital partners and support services to bring their shared goals to life–demonstrating how vision can drive growth and success.
Creating a Destination for Other Advisors: How a $600mm Breakaway Team Transformed into a $2.8B Business