Zero to $1B: How a Lincoln Financial Ensemble Found a New Independent Path with SagePoint

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Shane Morrow discusses leaving the insurance-based independent broker dealer with a team of experienced partners and how their new firm IronBridge Wealth Counsel has thrived with SagePoint Financial, an IBD under the Advisor Group umbrella.

Episode metadata supplied by the publisher feed · Published Feb 16, 2023

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Zero to $1B: How a Lincoln Financial Ensemble Found a New Independent Path with SagePoint

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