The Pull of Pure Independence: A Former FiNet Advisor’s Journey to Building a $1.7B Fully Independent Firm episode artwork

EPISODE · May 19, 2022 · 56 MIN

The Pull of Pure Independence: A Former FiNet Advisor’s Journey to Building a $1.7B Fully Independent Firm

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Steve Dimitriou built his book in firms like MFS, Alex.Brown, AdVest and later FiNet, growing to $1.3B in AUM. Yet the call for greater independence became the motivation to launch RIA Mayflower Advisors which today manages over $1.7B.

Episode metadata supplied by the publisher feed · Published May 19, 2022

Embed this episode

NOW PLAYING

The Pull of Pure Independence: A Former FiNet Advisor’s Journey to Building a $1.7B Fully Independent Firm

0:00 56:49

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Diamond Podcast for Financial Advisors?

This episode is 56 minutes long.

When was this The Diamond Podcast for Financial Advisors episode published?

This episode was published on May 19, 2022.

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!