Engine Room Podcast #83 – Ryan Watson

Earn 1.0 CPD here
0.50 Client Care & Practice
0.25 Technical Competence
0.25 Professionalism and Ethics

In this episode, Rocksy speaks with Ryan Watson, CEO and founder of Tribeca Financial. They discuss his personal journey into advice and the building of Tribeca Financial, its client-centric philosophy, “tribe” culture, four-day workweek, diamond team structure, growth ambitions to 5,000 client families, and employee ownership model as a pathway for talented advisers and staff.

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