Growth Strategies: An Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise

Growth Strategies: An Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise

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Brett Bernstein realized that he could not achieve his vision and goals within the wirehouse world. So he set out to build his own practice. When he outgrew that, he built a firm. Now, he’s building an enterprise.


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