EPISODE · Feb 27, 2025 · 54 MIN
Beyond the Broker Dealer: Next Gen Sheds Light on Their Evolution to RIA
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
Gideon Drucker shares a multi-generational growth story, evolving from the insurance world, to independent broker dealer HTK, and most recently, to fully independent as an RIA. Now CEO, Gideon shares insights on his own evolution from next gen to leader, the advantages of independence, and their transition.
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