Reflections on Ownership: Healing from the Past (Ep. 2)
Автор: Behind the Curtain Finance
Загружено: 2025-06-10
Просмотров: 80
Описание:
What happens when a financial advisor decides to break free from corporate constraints and prioritize client interests above all?
Thomas Manetta from Manetta Wealth Management takes you on his journey from the traditional financial world to independent advising, highlighting the cracks in the system that many clients may not even be aware of. Discover why he believes the independent Registered Investment Advisor (RIA) space, especially platforms like Altruist, can truly revolutionize client-advisor relationships by eliminating these conflicts.
Thomas discusses:
His encounter with a notorious non-compete [00:02:33]
The transformation when becoming a firm owner [00:13:29]
Real-life stories of supporting clients through personal hardships [00:17:48]
Why going independent means more meaningful connections [00:18:00]
And more
Connect with Client:
LinkedIn: Thomas Manetta - / thomas-j-manetta-msfa-9598018
Manetta Wealth - https://www.manettawealth.com/
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