On this episode of GetClarity, host Shad Besikof is joined by Todd Resnick, a former advisor at Morgan Stanley and the co-founder and president of One Seven. Todd shares how breakaway advisors can build a positive work environment and culture while reflecting on his own breakaway experiences. He touches on the integral step of creating a productive work environment through company culture as well as the entrepreneurial spirit that has inspired him and many advisors to make the break from their wirehouse. Tune in to listen to how Todd has successfully created his own positive work culture separate from the wirehouse he left. Learn more about the One Seven team and the work environment they've built by visiting 7ToolAdvisor.com.
About Todd: Todd is a co-founder and president of One Seven, LLC a registered investment advisory. Prior to his breakaway, Todd worked with Morgan Stanley as an advisor for 10 years. Todd’s aspirations were always to find a career where he could impact people’s lives for the better and create relationships that went beyond “deal making.” What drew Todd to the world of financial planning was that even though the markets would go up and down, the relationships forged through that journey would last a lifetime.
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More