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A 32-year-old Kansas advisor -- at all upheaval costs -- followed his mentor to Mariner Wealth Advisors

Losing clients and leaving money on the table are risks that more young advisors are willing to take, especially with social media as a viable workaround to the non-solicitation straitjacket

Author Kelly O'Mara February 27, 2014 at 6:21 PM
2 Comments
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Justin Richter: I wanted to avoid the tortured stares of my older colleagues, who went into investment banking and sold their souls.

Breakaway Stories


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June 25, 2014 — 9:27 PM

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Related Moves

June 29, 2024 at 3:00 AM


Mentioned in this article:

MarketCounsel | HamburgerLaw
Compliance Expert, RIA Set-up Firm, Regulatory Consultant
Top Executive: Brian Hamburger

Mariner
RIA Welcoming Breakaways, RIA Seeking to Hire Advisors, Advisory Firm
Top Executive: Marty Bicknell



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