Growth Strategies: An Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Brett Bernstein realized that he could not achieve his vision and goals within the wirehouse world. So he set out to build his own practice. When he outgrew that, he built a firm. Now, he’s building an enterprise.

Episode metadata supplied by the publisher feed · Published Feb 29, 2024

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Growth Strategies: An Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise

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