A Northwestern Mutual Advisor’s “Jerry Maguire-Style” Breakaway Story

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

As a Managing Director at Northwestern Mutual, Brett Gilliland had a unique perspective of the limitations at the firm. So after 13 years and with $300mm in AUM, he left to build Visionary Wealth Advisors, today a $1.8B firm.

Episode metadata supplied by the publisher feed · Published Jun 17, 2021

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A Northwestern Mutual Advisor’s “Jerry Maguire-Style” Breakaway Story

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