What motivated this $1.6B multi-generational Wells Fargo team to leave the wirehouse world for supported independence with a relatively unknown broker dealer? Chris and Brian Cooke of Cooke Financial discuss their decision, growth, and more.

The Founding Sanctuary Team: How These Wells Fargo Breakaways Built a $2.4B Business

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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The Founding Sanctuary Team: How These Wells Fargo Breakaways Built a $2.4B Business

The Founding Sanctuary Team: How These Wells Fargo Breakaways Built a $2.4B Business

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