Andy Harris of Evergreen Wealth Solutions describes his journey from building a business at ING, transitioning to an IBD at Commonwealth Financial Network, and later sliding over to their RIA platform, with key learnings about both models.

An Inside Move from IBD to RIA: $300mm Advisor on Becoming “More Independent” at Commonwealth

Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.

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An Inside Move from IBD to RIA: $300mm Advisor on Becoming “More Independent” at Commonwealth

An Inside Move from IBD to RIA: $300mm Advisor on Becoming “More Independent” at Commonwealth

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