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Podcast: The Circuit of Success Podcast with Brett Gilliland
Episode: Visionary Wealth Advisors: The Origin Story
Description: On this episode of the Circuit of Success Podcast, Brett Gilliland shares with you his appearance on the Diamond Consultants Podcast in 2021. Brett shares his journey and how Visionary Wealth Advisors was born. This includes his “Jerry Maguire-Style” resignation.
A Northwestern Mutual Advisor’s “Jerry Maguire-Style” Breakaway Story
Visionary Wealth Advisors: The Origin Story
The recurring theme of “incongruence” runs through the narratives of advisors who have transitioned between firms or models. The challenge arises when there is a mismatch between personal goals and those of the firm, making it difficult, if not impossible, to...