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Leaving Product Sales Behind with David D'Albero & Carmine Coppola | Financial Planner Search
In this episode of Financial Planner Search, David D'Albero and Carmine Coppola, co-founders of Strata Capital, talk about the moment they decided they couldn't keep working for the company instead of the client.
They met at MetLife's Premier Client Group, where the job was to sell a product and move on. They watched on a TV in the office as the news broke that they'd been sold to Mass Mutual, and when the new management told advisors to drop their planning and investment licenses and focus on "core product," that was the moment they looked at each other and knew they were leaving. Their next…
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