“Be very straightforward.” with Steve Sivak and Tyler Gallagher
Thrive Global
APRIL 23, 2020
Client frustrations with the ‘Big Bank’ model led him to create Innovate Wealth, a financial advisory and investment management practice that refocuses the business away from a product sales culture and back to the clients. Can you share a story about the most humorous mistake you made when you were first starting in the industry?
Let's personalize your content