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 13, 2025 | The CAIS Summit (Beverly Hills) E7 | Guest: Harrison Quinn, Founder & CEO, HDQ Wealth

Oct 13, 2025 | The CAIS Summit (Beverly Hills) E7 | Guest: Harrison Quinn, Founder & CEO, HDQ Wealth

Oct 13, 2025 | The CAIS Summit (Beverly Hills) E6 | Guest: Lane MacDonald, CIO of SCS Financial

Oct 13, 2025 | The CAIS Summit (Beverly Hills) E6 | Guest: Lane MacDonald, CIO of SCS Financial

Oct 13, 2025 | The CAIS Summit (Beverly Hills) E5 | Guest: Michael Nathanson, CEO, Focus Financial Partners

Oct 13, 2025 | The CAIS Summit (Beverly Hills) E5 | Guest: Michael Nathanson, CEO, Focus Financial Partners