Do Business. Do Life. — The Financial Advisor Podcast — DBDL
148: Triad Member: Fired for Putting Clients First and How He Rebuilt a Family Practice Gathering $65M of New Assets with Keith Leverentz
Keith Leverentz discusses his career transition from a captive financial firm to building a successful independent practice. He shares his experiences with ethical challenges, business scaling, team management, and the impact of fee adjustments on client outcomes.