Having Fun Again: How a Former Northwestern Mutual Advisor Designed a $7.5B Firm Around Cultural and Philosophical Alignment

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Building a firm from $120mm in assets to over $7.5B in just 6 years is an incredible feat. Mike Dolberg describes how he and the team at Apollon recognized the value of culture, partnership, and the freedom to serve clients—and how that realization ultimately drove their astounding success.

Episode metadata supplied by the publisher feed · Published May 30, 2024

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Having Fun Again: How a Former Northwestern Mutual Advisor Designed a $7.5B Firm Around Cultural and Philosophical Alignment

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