The Founding Sanctuary Team: How These Wells Fargo Breakaways Built a $2.4B Business

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

What motivated this $1.6B multi-generational Wells Fargo team to leave the wirehouse world for supported independence with a relatively unknown broker dealer? Chris and Brian Cooke of Cooke Financial discuss their decision, growth, and more.

Episode metadata supplied by the publisher feed · Published Dec 7, 2023

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The Founding Sanctuary Team: How These Wells Fargo Breakaways Built a $2.4B Business

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