How did Buckingham Wealth Partners become a $50B+ mega-RIA enterprise? CEO Adam Birenbaum shares his M&A strategy, the role of an investment partner, plus advice for prospective breakaways and independent advisors, dealmaking red flags and more in this interview with Louis Diamond.

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

From Intern to CEO: How an Accidental Entrepreneur Built a $50B+ RIA Empire

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