The Diamond Podcast for Financial Advisors
From Insurance Sales to $8B RIA: A Northwestern Mutual Breakaway Story
May 06, 2021
Andy Schwartz went from selling insurance at Northwestern Mutual to managing $3.5B in assets and leading one of the firm’s largest groups. In 2014 they left to go independent as Bleakley Financial Group, now managing $8B in assets as a hybrid RIA.
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.
Visit Podcast Website
RSS Podcast Feed
Subscribe
Share
Add to MyCast