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In this episode of Insights for Independence, David Wood talks with Lindsay Kaminski about her transition from a wire house to the independent advisory space. Lindsay shares her experiences, challenges, and the advantages of gaining more control over her practice and client relationships.
By Gateway Financial PartnersIn this episode of Insights for Independence, David Wood talks with Lindsay Kaminski about her transition from a wire house to the independent advisory space. Lindsay shares her experiences, challenges, and the advantages of gaining more control over her practice and client relationships.