The Seamless Path to Independence: A Billion-Dollar RIA’s Evolution

Episode notes

With Tony Parr, Founding Partner of The Parr McKnight Wealth Management Group Overview Tony Parr shares the journey of Parr McKnight Wealth Management Group, a team that built their practice at Wells Fargo Private Client Group and leveraged the firm’s independent channels to achieve a “frictionless” launch of their RIA. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. About this episode… Most advisors associate independence with leaving the wirehouse world entirely. That is, launching a firm, changing platforms, and building from scratch. But what if there’s another way? A path that provides the freedom, flexibility, and control of independence without leaving your firm’s ecosystem?

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