Sequoia Financial on Soul Searching to Find Continued Growth

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  • 12 mins 08 secs
Sequoia Financial Group Executive V.P. & Chief Compliance Officer Gerry Knotek, CFP®, CPA/PFS, CGMA® shares the story behind the firm's founding and how they became a Barron's Top 50 RIA. He says some of the keys to their success have been making decisions before you have to and fostering a strong firm culture.



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