How One Advisor Turned Down the Private Equity Check Everyone Else Took
Unable to add items
Sorry, we're unable to add the item because your cart is already full.
Add to basket failed.
Please try again later
Add to wishlist failed.
Please try again later
Failed to remove from Wish List.
Please try again later
Adding to library failed
Please try again
Unable to follow podcast
Unable to unfollow podcast
How One Advisor Turned Down the Private Equity Check Everyone Else Took
-
Narrated by:
-
By:
In this episode of For Advisors By Advisors, host Evan J. Mayer and co-host Scott Brown sit down with Bob Milligan, owner of 1792 Wealth Advisors, for an unfiltered conversation about twenty-two years in the wirehouses before building a branch of his own, why he walked away as a founding partner of Concurrent once the private equity conversation started, the phone call that kept him at Raymond James with all of his advisors intact, and why enterprise value is the North Star for an advisor's practice.
Bob Milligan and Scott Brown's participation in the For Advisors By Advisors podcast is independent of their activity as a financial advisor with Raymond James.
adbl_web_anon_alc_button_suppression_t1
No reviews yet