Discovering the fitting agency match (and a well-defined path to partnership) can take time—and generally, the braveness to begin over. From wirehouse beginnings to RIA partnership, Maggie Rapplean’s journey reveals how readability, persistence, and the fitting surroundings can open the door to each possession and steadiness.
Maggie is a Associate at Moneta Group, an RIA based mostly in St. Louis, Missouri, the place she oversees $250 million in AUM for 108 shopper households. Pay attention in as she shares how her profession transitions have helped her discover the fairness path she was in search of. We speak about how she efficiently took over a retiring advisor’s e-book of enterprise, how she achieved a excessive retention price partially by refreshing these shoppers’ monetary plans and providing deeper tax planning companies, and the way constructing her personal crew has helped her steadiness profession progress with household life.
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