79 min listen
Ep 238: Breaking Away To Independence For Freedom To Serve Clients The Way You Want with Margaret Dechant
Ep 238: Breaking Away To Independence For Freedom To Serve Clients The Way You Want with Margaret Dechant
ratings:
Length:
81 minutes
Released:
Jul 20, 2021
Format:
Podcast episode
Description
Margaret Dechant is the CEO of 6 Meridian, a hybrid-RIA based out of Kansas that has $3-billion in assets under advisement and serves 700 clients. In 2016, Margaret and her partners broke away from a lucrative practice at Morgan Stanley to go independent, and did so by building a new firm entirely from scratch. Listen in as Margaret shares what led to her decision to break away from Morgan Stanley and why she and her partners decided to build a new firm from the ground up instead of leveraging a plug-and-play service platform provider. We also discuss how 6 Meridian is generating leads for larger and more complex clients by nurturing deeper relationships with existing referral sources, and how they are building a multi-generational firm by recruiting and developing younger advisors. For show notes and more visit: https://www.kitces.com/238
Released:
Jul 20, 2021
Format:
Podcast episode
Titles in the series (100)
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