About this episode
With Brian Pultman – Founder and CEO, Correct Capital Wealth Management
Overview
Brian Pultman discusses why he chose independence over taking a wirehouse transition deal. However, as he candidly shares, building your own RIA is not always a smooth process, yet it resulted in aligning his values while building $1B+ Correct Capital Wealth Management.
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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.
About this episode…
There are plenty of stories about advisors going independent, but few are as honest, candid, or humble as this one.
After more than 25 years at Wells Fargo, Brian Pultman made the leap to independence—not because he was chasing a big check or a headline deal, but because he knew his values no longer aligned with the firm. What followed was anything but easy. Like many founders, Brian faced a rocky transition, long hours, tough decisions, and moments of real uncertainty.
However, in the process, Brian discovered something even more valuable: clarity. Clarity about the kind of business he wanted to build, the kind of leader he wanted to be, and what really mattered most to him as an advisor.
In this episode, Brian shares his journey with Jason Diamond, including:
The transition from wirehouse to independence—and what it really takes to get from
