Summary: My partners and I had been with a big wirehouse for a long time before we went independent two years ago. We expected that one of the benefits of being independent would be a lot more freedom to be ourselves — but we didn’t anticipate how that freedom would facilitate much closer relationships with our clients.
 When you work with your community, you’ll meet people along the way who share some of your beliefs. Some of those people will probably become your clients. It just happens naturally, if you’re doing things you really believe in."Brandon Blair, co-founder, Summit Wealth Management |
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