An Advisor's Story: How He Built the $11 Billion Firm, Arkadios Capital (066)

David Millican, CEO of Arcadios Capital, joins me to share his journey from AG Edwards to founding Arcadios in 2016 (now an $11b firm with more than 200 advisors).

David highlights the challenges of large broker-dealers and stresses the importance of a hybrid model for business owners, allowing for long-term flexibility.

High-performing financial advisors considering a firm transition: Please utilize my non-bias expertise to help you make the most informed decision that best suits you and the future of your business.

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