We’re so proud of our very own Dany Martin for being featured in InvestmentNews’ Independence Stories series!In the article, Dany shares what it was like to leave a major bank and build an independent firm focused on doing what’s best for clients. The practice has grown to over $500 million in assets under management with a 10-person team and a strong culture of service, trust, and innovation.
A big part of that success has come from our amazing partnership with RFG Advisory, who’ve supported us every step of the way on this journey to independence.
Dany talks about:
Making the leap with confidence Building a brand that reflects who we truly are Launching our athlete division and the StrongHer Money initiative And delivering real value to clients every day
Read the full article here:#WFATeam #FinancialAdvisor #ClientFirst #IndependenceStories #RFGAdvisory #PlanInvestInspire