Inspired Entrepreneurship

Mark Mettelman I remember it well — I’ll never forget it. It was late 1997 — before most people used cell phones — and my home phone rang one night. It was one of our advisors telling me ‘I don’t think I’m going to stick with this, I’m going to look somewhere else.’ It was at that point that I and a few close colleagues recognized a sea change pending in the financial services industry that we felt could transform the role of independent financial advisors in a big way.”