How building a brand led to over 50 years of business with David Hicks - Transcripts

January 25, 2023

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David Hicks is a Partner and Investment Advisor at Oakmont Advisory. Oakmont has been serving the retirement community in New Mexico for over fifty years, David credits a large part of their success to developing a recognizable and authentic brand. In this episode, David shares the keys to developing a brand and how this can set you apart as an RIA.


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