Oct 16, 2024 | CAIS E2 | Guest: Luke Doedtman, CFP®, Certified Financial Planner, Brücke Financial, Inc.

This was a GREAT “Breakaway Success story” !!! 🙌 🙌 🙌 Luke went from having $10M AUM at one of the national BDs. Left with nothing. Then… within 6 years… built a $200M AUM successful RIA.
  • Jan 13, 2025
More: On Location
Oct 16, 2024 | CAIS E6 | Guest: Robert Collins, Partner, Partners Group

Oct 16, 2024 | CAIS E6 | Guest: Robert Collins, Partner, Partners Group

Oct 16, 2024 | CAIS E4 | Guest: Dayna (Siegel) Kleinman, Managing Director and Head of Business Development - Wealth Management Solutions, Monroe Capital

Oct 16, 2024 | CAIS E4 | Guest: Dayna (Siegel) Kleinman, Managing Director and Head of Business Development - Wealth Management Solutions, Monroe Capital

Oct 16, 2024 | CAIS E3 | Guest: Michael J. Vogelzang, CFA, Chief Investment Officer, CAPTRUST

Oct 16, 2024 | CAIS E3 | Guest: Michael J. Vogelzang, CFA, Chief Investment Officer, CAPTRUST