The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


The Choreography of a Move to Independence – With Tim Oden from Schwab Advisor Services

July 24, 2018

As more and more advisors consider a move to the independent space, they often express concern about the heavy-lifting such a move might require. In this podcast episode, Mindy is joined by Tim Oden, Senior Managing Director for Business Development at Schwab Advisor Services. With his 30-years of industry experience, he offers a great perspective on the ever-increasing movement towards independence.