A $1B+ Wells Fargo Breakaway Team Gets Re-Energized in a New Model episode artwork

EPISODE · Apr 25, 2024 · 1H 2M

A $1B+ Wells Fargo Breakaway Team Gets Re-Energized in a New Model

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

In building a $1B business at Wells, Angie Ostendarp and Jordan Raniszeski realized they had outgrown the model, which limited their ability to serve their clients and continue their growth trajectory. They share why supported independence was the right fit and how it’s changed their path toward the future.

Episode metadata supplied by the publisher feed · Published Apr 25, 2024

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A $1B+ Wells Fargo Breakaway Team Gets Re-Energized in a New Model

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