How I Became an Independent RIA

Wanting More

Episode Summary

At 41, Jesse Giordano was at the top of his career. But he didn’t feel like it. He was no longer happy—and it was taking a toll on other relationships in his life. Then he launched his own firm and took back control. Learn how going independent can be emotionally—and financially—uplifting. Your clients aren’t the only ones who benefit from more meaningful service.

Episode Notes

At 41, Jesse Giordano was at the top of his career. But he didn’t feel like it. He was no longer happy—and it was taking a toll on other relationships in his life. Then he launched his own firm and took back control.

Learn how going independent can be emotionally—and financially—uplifting. Your clients aren’t the only ones who benefit from more meaningful service.