The Diamond Podcast for Financial Advisors
Trading Short-Term Gain for Long-Term Success: An $850mm UBS Breakaway Story
February 08, 2024
Former UBS advisor Barry Mitchell discusses why he messed with success in the quintessential narrative for financial advisors around how to think about change, due diligence, the transition process, and more.
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond independence to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape.
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