AdvisorTrends - The 3xEquity Podcast

TOP BDs In Conversation (w/Kevin Beard, Chief Growth Officer/Founding Partner at Atria Wealth Solutions)


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As part of our Top BDs In Conversation series, 3xEquity's Founder & CEO Jeff Crosby interviews Kevin Beard, Chief Growth Officer and Founding Partner of Atria Wealth Solutions.

Atria recently topped Cerulli's list of fastest-growing organizations and we take a deep dive into this recent success, finding out their value proposition and who is their ideal advisor.


#financial advisors

#advisortrends

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AdvisorTrends - The 3xEquity PodcastBy 3xEquity


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