• Taking the Leap

  • Apr 1 2020
  • Length: 23 mins
  • Podcast

  • Summary

  • Jill Reitmeyer, Nancy Mercado, and Dustin Bench felt limited at their previous firm. None of them possessed a sense of ownership or fulfillment in their day-to-day work. They couldn’t help asking, “Are we really living up to our potential?”

    Learn how the team pushed through discomfort to pursue a world of new possibilities by forming their own RIA firm.

    Show more Show less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about Taking the Leap

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.