Episode No. 360 | May 03, 2023

From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients

A Conversation with Kaysian Gordon

Guest Headshot

If you are interested in what it takes to transition from a long-term wirehouse position to solo RIA ownership, what it means to truly answer a calling, and how to sustainably serve others without being self-sacrificing, this episode is for you!

Listen now

Get episode alerts by email