Pete SecretJan 1, 20226 minWhere Did The $1B+ Wealth Management Teams Go In 2021? Part 1Photograph sourced from Bing. Contact: pete@spartan-advisory.com We talked with many top advisors and broke down the Barron’s list,...
Pete SecretDec 13, 20211 minWhat you must know when switching firms Pt 1We help top wealth managers with mergers, acquisitions, and transitions. This video will cover, "what you must know when switching...
Pete SecretOct 12, 20211 minIntroducing Spartan AdvisoryIntroducing Spartan Advisory Partners with, Pete Secret. Whom we help: Wealth Advisors, Private Wealth Managers, Financial Consultants,...
Pete SecretJan 11, 20214 minWhat is best for you and more importantly your clients?An analysis of RIA, Hybrid, Independent Broker-Dealer, Aggregators, and more This article focuses on the pros and cons of different...