Season 5 · Episode 9
Discussing the Sale of 3D/L to Freedom Advisors/EQIS – A Conversation with EQIS CEO Bob Herrmann and 3D/L Capital President John O'Connor
Advisor Success Series · 3D/L Capital Management
September 6, 202243m 28s
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Show Notes
In this episode, we take an opportunity to turn inward and discuss our recent acquisition by Freedom Advisors, the owner of EQIS Capital which runs an investment platform for independent financial advisors. We discuss how our platforms complement one another to offer a wide breadth of services for advisors and reaffirm the importance of the independent advisory model.