The Advisor Lab by CION

Episode 3: Building a Practice from the Ground Up


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In this episode of Advisor Lab, we sit down with Tiffany Mcghee, Partner and Head of Institutional Investment Services and Alternative Investments and Manager Research at Momentum Advisors. We hear her story of starting Montentum and the learnings she and her team had as they built a $500M+ Financial Planning and Investment Advisory firm.

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The Advisor Lab by CIONBy CION Investments

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