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