EPISODE · Apr 14, 2022 · 52 MIN
From UBS to Oppenheimer to Independence: A Next Gen Shares his Playbook for 2x+ Growth
from The Diamond Podcast for Financial Advisors
Dan Katz of Revolve Wealth Partners talks about his role as the next gen of a business started by his father, opting to build an RIA firm from scratch, and how their past experiences at UBS and Oppenheimer shapes the vision of their firm today.
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From UBS to Oppenheimer to Independence: A Next Gen Shares his Playbook for 2x+ Growth
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