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The Diamond Podcast for Financial Advisors: Wirehouse Breakaways Build a Legacy Family Wealth Office SpirePoint Private Client's Trent Leyda and Kay Campione offer a unique perspective on their time at Morgan Stanley, how it had come to diverge from their vision of building a family office and how they are better off now as an independent firm.
https://www.wealthmanagement.c....om/professional-deve

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