Bellwether Wealth's Journey to Independent RIA with Kim Miranda and Kayla Van Dyke
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This week, DPL Regional Vice President Jackson Bradley talks with Kim Miranda, Chief Operating Officer, and Kayla Van Dyke, Client Service Manager at Bellwether Wealth. Kim and Kayla share their experience transitioning from a broker-dealer to an independent RIA, the challenges they encountered, and the benefits of using DPL's Breakaway Accelerator Program. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.