EPISODE · Aug 5, 2021 · 1H 2M
How an ex-Wells Fargo Team Turned a “Paper Tablecloth” Vision into 3X Revenue and $8.5B in Assets in 5 Years
from The Diamond Podcast for Financial Advisors · host Minday Diamond
Gerry Goldberg, of GYL Financial Synergies, joins the show to share why he felt Wells Fargo FiNet wasn’t independent enough and how, as an RIA, his team tripled their assets and revenue, in partnership with Focus Financial Partners.
Embed this episode
NOW PLAYING
How an ex-Wells Fargo Team Turned a “Paper Tablecloth” Vision into 3X Revenue and $8.5B in Assets in 5 Years
0:00
1:02:22
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of The Diamond Podcast for Financial Advisors?
This episode is 1 hour and 2 minutes long.
When was this The Diamond Podcast for Financial Advisors episode published?
This episode was published on August 5, 2021.
Can I download this The Diamond Podcast for Financial Advisors episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!