Rockefeller Wealth Administration has turn out to be one of many hottest manufacturers to hit the Avenue in a long time—THE story amongst advisors serving a excessive web value and ultra-high web value shopper base.
Whereas business celebrity Greg Fleming on the helm is a draw, the cachet of the Rockefeller identify is little question what’s driving a lot of the curiosity. Greg is constructing a unprecedented group of high advisors and a management dream workforce that’s unmatched within the business—and this episode’s visitor, Chris Dupuy, is considered one of that dream workforce’s most up-to-date additions.
Chris spent almost three a long time rising via the ranks at Merrill Lynch, his personal breakaway story beginning in 2014 when he left Merrill for Focus Monetary Companions. He’s a part of a rising breed of wirehouse management breakaways who're shifting with the tides, leaping from the massive brokerage world to independence.
On this present, Chris shares:
How Rockefeller differs from different corporations within the area—and the way their dedication to “stay small” is engaging to many high advisors and their shoppers.
The kinds of advisors who're the very best match for the agency—and the way these advisors and their shoppers will profit from Rockefeller’s distinctive assets.
How he sees the agency reaching the targets Greg has set—and the important thing gamers charged with getting them there.
The function customization performs within the agency’s worth proposition—and why customization itself is a crucial characteristic for advisors trying on the unbiased area.
Why the Rockefeller Household Workplace mannequin is a novel draw—and the way the agency’s capabilities are distinguished from Household Workplace fashions at different corporations.
The distinction between constructing your personal RIA agency or becoming a member of a agency like Rockefeller—and the way mindset performs a giant function in deciding between the 2.
Rockefeller is striving to “change the business in a very constructive method by creating the type of tradition that all of us was so happy with.”
And after listening to this dialog, I feel you’ll agree, they’re effectively on their approach to reaching that objective.
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