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How two Wachovia breakaways broke some rules and grew $23 million AUM to $320 million in seven years

The ex-Wachovia team creates 'bionic' advisors, tucks in advisors, poaches advisors and does free work

Author Steve Garmhausen July 21, 2011 at 2:09 PM
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Chris Costello: We call it creating the bionic adviser.

Frederick Van Den Abbeel

Frederick Van Den Abbeel

July 21, 2011 — 2:36 PM

Wonderful RIA success story! Thanks RIABiz — great example of strategy and passion! Please continue to do more interviews like this one.

Barbara Kotlyar

Barbara Kotlyar

July 21, 2011 — 7:13 PM

Thanks for the article- great story. You said 'we’re big users of technology to leverage our time and resources” Can you elaborate on what kinds of technology you use to help streamline your business?

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