Breakaway Advisor Builds Her Own Firm, and Wealth Follows

Summary: [Podcast] Before independence was in vogue, Dorie Fain of &Wealth left the comfort and familiarity of a big-name firm—plus significant chips on the table—to build her own RIA. Fain shares how she banked on her client relationships, instead of “believing the hype” that she needed a big brand name behind her.