“We're in over 30 wealth centers, over 50 cities across the country... we get a lot of introductions that way because we're embedded in the community”

TBPN · Le Chonk, Buffett Discovers YouTube, The Case Against AI Job Doom | Greg Fleming, TJ Parker, Joowon Kim, Rick Dungey, Dylan Field, Hardik Kabaria

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What was described

Open over 30 wealth centers in more than 50 cities to embed advisors in local communities and generate client introductions from entrepreneurs building companies

30 wealth centers, 50 cities

Said nearby on the same subject

“We traveled to 28 different communities. Over 30,000 kilometers, the team traveled across Canada from the Yukon right to Newfoundland to bring it city-specific events to different communities across the country.”
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“She's ringing out clients during the build, just getting some feedback... people are maybe more inclined to open up on a phone call to someone else rather than while on site”
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“He got New York City to adopt this model and build this model at the level of the city. He got $30 million of funding.”
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