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Articles tagged "Kevin Conard"


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Chris Costello: We call it creating the bionic adviser.

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

July 21, 2011 at 2:09 PM

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