From Cold-Calling to $500mm Breakaway: A Former Merrill Advisor’s Team-Based Approach to Growth

The Diamond Podcast for Financial Advisors

23-03-2023 • 57 mins

Rory O'Hara founder of Ausperity Private Wealth discusses his journey from cold-calling trainee at Merrill, to building a business managing $500mm in client assets, to making the leap to independence as a young team.