With Steven Tenney, Founding Partner and CEO, Great Diamond Partners: Changing firms or models comes with some risk, one of the most critical being client portability. It was a risk that 26-year UBS veteran Steven Tenney and his $530mm team found was worth taking to better serve their clients without conflict and limitations.

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

“Will My Clients Follow?” – A $500mm UBS Breakaway Success 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