Dustin Cali and Daniel Ventura of Praetego Private Wealth broke away to: Build a business designed for the future, poised for growth and scale, with the freedom to serve clients’ unique needs.

Build, Grow, and Scale: How a Young Bank Brokerage Team is Achieving Their Goals in Independence

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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Build, Grow, and Scale: How a Young Bank Brokerage Team is Achieving Their Goals in Independence

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