The Path to Independence in Two Steps or One—With Alex Goss of Goss Advisors

Summary: [Podcast] Not every wirehouse advisor who moves to independence makes the break in one move: Sometimes, the road involves a series of smaller steps. Such was the case for Alex Goss, president of Goss Advisors, a $6 billion hybrid-RIA based in New Orleans. His path began in the wirehouse world, which he left for the independent broker/dealer space before launching his own firm—now one of the leading platforms for prospective advisors.