Build, Grow, and Scale: How a Young Bank Brokerage Team is Achieving Their Goals in Independence

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Dustin Cali and Daniel Ventura of Praetego Private Wealth broke away to: Build a business designed for the future, poised for growth and scale, with the freedom to serve clients’ unique needs.

Episode metadata supplied by the publisher feed · Published Jun 20, 2024

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Build, Grow, and Scale: How a Young Bank Brokerage Team is Achieving Their Goals in Independence

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