In this podcast, Cresset Founder and Co-Chairman Avy Stein shares with Mindy Diamond the founding vision of Cresset and how it has grown to be one of the 25 largest RIAs in the country in only four years. Avy explores why clients and advisors alike are making the shift to independent wealth advisors like Cresset, specifically the appeal of working with a transparent, True Fiduciary® that is fully committed to putting clients’ interests first.
To listen to the full podcast, please click here.
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