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We are thrilled to announce more of our speaking sessions at this year’s #DealsandDealmakersSummit featuring ECHELON’s Michael Wunderli, Brett Mulder…
We are thrilled to announce more of our speaking sessions at this year’s #DealsandDealmakersSummit featuring ECHELON’s Michael Wunderli, Brett Mulder…
Liked by Mark Bruno
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Wrapping up a fantastic SoCal journey to see what top RIAs are doing for organic growth and to hang with the best marketers in the business at Ficomm…
Wrapping up a fantastic SoCal journey to see what top RIAs are doing for organic growth and to hang with the best marketers in the business at Ficomm…
Liked by Mark Bruno
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Welcome to our newest Silver Sponsor of RIA Edge West - Abby S. and the team at RFG Advisory! Learn more about RIA Edge West:…
Welcome to our newest Silver Sponsor of RIA Edge West - Abby S. and the team at RFG Advisory! Learn more about RIA Edge West:…
Liked by Mark Bruno
Experience & Education
More activity by Mark
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Thank you to the Charles Schwab team and Lisa Salvi for offering a sneak peek at the new 2024 Schwab RIA Benchmarking Study. Lisa and I had the…
Thank you to the Charles Schwab team and Lisa Salvi for offering a sneak peek at the new 2024 Schwab RIA Benchmarking Study. Lisa and I had the…
Shared by Mark Bruno
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earlier this year, I started a campaign to shine a light on the incredible women in my network. i believe showcasing the talent and grit of…
earlier this year, I started a campaign to shine a light on the incredible women in my network. i believe showcasing the talent and grit of…
Liked by Mark Bruno
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Revisiting my perspective from nearly 10 years ago on sharing equity. Here's what's changed: - Our industry is still facing a succession challenge…
Revisiting my perspective from nearly 10 years ago on sharing equity. Here's what's changed: - Our industry is still facing a succession challenge…
Liked by Mark Bruno
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Great podcast Mark Bruno and Laura Delaney. I think Laura's perspective that M&A "should be done for the benefit of clients" doesn't get enough…
Great podcast Mark Bruno and Laura Delaney. I think Laura's perspective that M&A "should be done for the benefit of clients" doesn't get enough…
Liked by Mark Bruno
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Brett Orvieto, Managing Director and Senior Wealth Advisor at Dakota Wealth Management, participated in a discussion with Keith Black, PhD, CFA…
Brett Orvieto, Managing Director and Senior Wealth Advisor at Dakota Wealth Management, participated in a discussion with Keith Black, PhD, CFA…
Liked by Mark Bruno
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I've had a chance to read the manuscript and this is a great project. Retirement seems to be such a well-worn topic but Christine Benz has assembled…
I've had a chance to read the manuscript and this is a great project. Retirement seems to be such a well-worn topic but Christine Benz has assembled…
Liked by Mark Bruno
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Considering a move towards independence? I stumbled across this absolutely brilliant rundown of some of the things that transitioning advisors should…
Considering a move towards independence? I stumbled across this absolutely brilliant rundown of some of the things that transitioning advisors should…
Liked by Mark Bruno
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Super excited to join our good friend Shannon Rosic from WealthManagement.com this week for a great podcast focused on some of our most recent…
Super excited to join our good friend Shannon Rosic from WealthManagement.com this week for a great podcast focused on some of our most recent…
Liked by Mark Bruno
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It’s a wrap! Almost 31 years at Orion has come to an end. It was time for the next leg in my career. I’m so grateful for the Orion team! what a…
It’s a wrap! Almost 31 years at Orion has come to an end. It was time for the next leg in my career. I’m so grateful for the Orion team! what a…
Liked by Mark Bruno
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This week The Compound and Friends broke its all-time high ranking on the Investing podcast charts. We hit Number 2 and stayed there for four…
This week The Compound and Friends broke its all-time high ranking on the Investing podcast charts. We hit Number 2 and stayed there for four…
Liked by Mark Bruno
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Proud to announce our fourth office in Boston! Learn about Verdence Capital Advisors' strategic growth in the latest Baltimore Business Journal…
Proud to announce our fourth office in Boston! Learn about Verdence Capital Advisors' strategic growth in the latest Baltimore Business Journal…
Liked by Mark Bruno
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Last month F.L.Putnam employees from around the country gathered in Massachusetts for a company offsite to celebrate our 40th anniversary. We had the…
Last month F.L.Putnam employees from around the country gathered in Massachusetts for a company offsite to celebrate our 40th anniversary. We had the…
Liked by Mark Bruno
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