An Inside Move from IBD to RIA: $300mm Advisor on Becoming “More Independent” at Commonwealth

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Andy Harris of Evergreen Wealth Solutions describes his journey from building a business at ING, transitioning to an IBD at Commonwealth Financial Network, and later sliding over to their RIA platform, with key learnings about both models.

Episode metadata supplied by the publisher feed · Published May 5, 2022

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An Inside Move from IBD to RIA: $300mm Advisor on Becoming “More Independent” at Commonwealth

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