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“ We ’ re trying to create a company and a culture that allows advisors to do what they ’ re best at ”
“ Unlike some of the big wirehouses , we ’ re trying to create a company and a culture that allows advisors to do what they ’ re best at and make sure we actually align with their goals . When someone asks : what does your advisor do for you ? We want our clients to say , “ Everything – Bleakley literally does everything for me !”
— Kyle Wesley , CDO , Bleakley Financial www . fintechmagazine . com