The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


A Northwestern Mutual Advisor’s “Jerry Maguire-Style” Breakaway Story

June 17, 2021

As a Managing Director at Northwestern Mutual, Brett Gilliland had a unique perspective of the limitations at the firm. So after 13 years and with $300mm in AUM, he left to build Visionary Wealth Advisors, today a $1.8B firm.