Andy Schwartz went from selling insurance at Northwestern Mutual to managing $3.5B in assets and leading of one of the firm’s largest groups. In 2014 they left to go independent as Bleakley Financial Group, now managing $8B in assets as a hybrid RIA.

Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change

From Insurance Sales to $8B RIA: A Northwestern Mutual Breakaway Story

While independence offers a great deal of freedom and flexibility, it’s not for all advisors. Financial Advisor Recruiter and Consultant, Mindy Diamond, explores the space and options available to help advisors assess if independence is right for them.

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Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change